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RESILIENT CAPITAL KEEPING AND WHOLE LIFE INSURANCE

Can Whole Life Insurance really be a key strategy for storing capital? I’ve been doing it myself and helping others for 10 years. Once you have a policy in place, the process is simple: Consistent payment of premiums Refrain from surrendering the policy Avoid lapsing the policy with proper care Benefits: Preserve every premium dollar…
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6 Financial Asset Principles I Wish I Focused On 20 Years Ago

6 Financial Asset Principles I Wish I Focused On 20 Years Ago If I could go back in time, I would immediately focus on these six principles of financial assets. (I would have kept much more of what I earned if I did). 1. Risk Specifically, I would ask about two aspects of risk when choosing…
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FOCUS ON THE BORING STUFF FIRST

Why do I focus on the boring stuff first? A strong foundation allows you to pivot, adjust & thrive in uncertain circumstances. It makes you more resilient. The same holds true for your finances. In fact, by adhering to this principle in finance, you will also be more resilient in life. What do I mean by starting with a…
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MAKE ROOM FOR WHAT’S IMPORTANT

When having a gym in the living room makes perfect sense. While it’s incredibly inconvenient, I had to do it. Why? I recently moved from a larger house with a garage. My gym was in the garage at the old house. This house is much smaller with no garage. So, we sold a couch, some chairs, and…
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