***** Boris: Good Heavens! Natasha: Boris! You said ‘Heavens’! Boris: What can I do? They won’t let me plug the competition. — Boris and Natasha, from The Adventures of Rocky and Bullwinkle ***** A question I often get from folks is “why haven’t I heard of anyone else using whole life insurance before?” This sort […]
Myopic financial advice
Whelp, I’m officially old. Apparently, I need reading glasses now, at least according to my eye doctor. Funny thing about that… my nearsightedness has actually improved but my astigmatism has gotten a bit worse in my left eye. Anywho, the doc prescribed me two different lenses. Weird, because no other doc has ever prescribed me […]
How to become your own financial expert
Recently, a “financial expert” posted a question in a public online forum: ***** “Anyone here good at breaking down how to channel money an invest for quicker return…” ***** OK… ***** “I help families with long term planning an being set decent later down the road but haven’t figured out a way to get a […]
Why I don’t sell variable life insurance or annuities
Variable life and annuities are a dying business. They’re so dying that companies like Ohio National decide to renege on asset fees and trailing commissions to advisors. Meaning, life insurance agents, financial planners, and financial consultants who sold these products years and years ago have suddenly lost a substantial portion of their income. At least […]
GoFundYourself
I don’t give money to those GoFundMe campaigns and probably I never will. I can’t tell you how many times I’ve seen folks beg for monies like street corner panhandlers because their mom died or their best friend died or their spouse died and now they need money to pay for a funeral or to […]