by Tom Neeser | Apr 17, 2024 | Blog, financial planning, Personal Finance
Well, actually, I do, but I wanted to get your attention! No one wants to pay more taxes, but when facing retirement, everyone plays the guessing game – are taxes going to go up? Are taxes going down? How should I plan? And I have to say, based on...
by Tom Neeser | Sep 27, 2022 | Blog, Investing, Lifestyle planning, Personal Finance
If the market’s ups and downs are making you nervous, you must ask yourself -how much risk am I willing to take with my retirement dollars? When you are thinking about retirement – the last thing you want to worry about is having enough money, but that is...
by Tom Neeser | Jun 7, 2022 | Blog, financial planning, Personal Finance
What is the actual annual rate of return you are getting in your mutual funds? Have you considered the effect inflation has on the average return rate? Have you looked at the fees and expenses you pay for your investment accounts? And what about the money in...
by Tom Neeser | Mar 2, 2021 | financial planning
What do you do when you need fast access to cash? Do you have a rainy day fund to rely on? Would you have to borrow from a friend, go to a bank, or use your credit cards? When times get tough, people are less likely to loan money; it becomes more...
by Tom Neeser | Sep 16, 2020 | Personal Finance
If you know me, or if you have been reading my blogs, you know I am a raving fan of IBC – The Infinite Banking Concept, as taught by R. Nelson Nash in his book “Becoming Your Own Banker.” Here are the five simple rules to IBC: Think Long Range Be generous...
