Learn to love getting the short end of the stick

Ah tax day.

You know my wife and I got married on the 23rd of April, so basically… our anniversary will always be just DAYS after the filing deadline.

Which reminds me…

Before Mrs Lewis was Mrs Lewis… and we were just two strangers in the night, exchanging tax tips and filing separately…

… she once told me this whole tax day hoopla is dumb. To paraphrase her:

“You have to pay someone (i.e. a tax preparer) to help you figure out how to pay someone else (i.e. the government) for services that you don’t want.”

Smart girl.

That’s why I married her.

She also caught on to my insane ramblings about finance faster than a hungry mouse after cheese.

“Sometimes, honey,” I said, “you have to love getting the short end of the stick.”

She’s 5’ tall…

… but also, don’t worry about making 5%, or 4%, or even 3% in your insurance policy.

These are not market-beating returns…

But… that’s actually a good thing…

… because that stable return gives you liquidity… liquidity you can use to refinance 17% interest debt… which means… your 3% return every year just became a… 20% return on money you were paying to someone else (i.e. a credit card company).

And that’s just the beginning.

By the way… if you want to stay out of the ketchup and save  more moolah than you’ve ever been able to save before, go check out my insurance and savings planning services.

David Lewis, AKA The Rogue Agent, has been a life insurance agent since 2004, and has worked with some of the oldest and most respected mutual life insurance companies in the U.S. during that time. To learn more about him and his business, go here.