32 posts

One Easy Way to Get Income for Life

Let’s just start with a simple question: is a mortgage a good investment for a bank? Between the fact that large banks have their names on some of the biggest buildings every city and the fact that you can’t go a day without having some lender on LinkedIn trying to […]

Are These Common Myths Keeping You From Maximizing Retirement Income?

A big part of my business is helping sophisticated real estate investors learn how they can accelerate their wealth building by leveraging high cash value life insurance policies to invest in real estate. One of the first things I have to do when I’m talking to someone, is deal with […]

Two Easy Ways To Take The Sting Out Of Your High Deductible Health Insurance

One great thing about obamacare is that we all have access to lower cost health insurance. Well, my insurance is now more expensive, but I’m sure yours is lower. Right?   The big problem I see is that even if premiums went down for some people, the deductibles have gone […]

You’re probably making this one big financial mistake

If somebody owed you $1,000, would you rather receive it today or 10 years from today? It’s not a trick question. The answer is a no-brainer. Of course you would want to get the money today. With inflation who knows what the purchasing power of $1,000 will be 10 years from […]

Is IUL or Whole Life better for infinite banking?

If you search on the internet for information on Indexed Universal Life (IUL), you will find a lot of misinformation.  The following “Top 10” list, for example, comes from one of the market leaders in teaching people the concept of using the cash value of permanent insurance as your own personal […]

Last week the stock market whipsawed back and forth.  As of today, the S&P 500 is down from its peak earlier this summer.  After experiencing the downturns of 2000-2002 and 2007-2008, I am sure there are a lot of people very nervous about their retirement savings right now.  Will the […]

How much income will your portfolio generate?

How much income will your portfolio generate? People save for retirement all their lives. They do it through 401(k)s, IRAs, SEP, SIMPLE, pensions, annuities, real estate, and life insurance. But at retirement, it’s time to stop putting in and start taking out. The questions I want to ask are: how much […]

Kids Headed To College? Here’s a Financial Aid Secret You Need To Know

I’m almost an empty nester. My youngest daughter will be a high school senior in the fall. She has her SAT and ACT results and now its time to start thinking about college… and paying for it! I thought I’d share some thoughts on saving for college. When my children […]

Beware of the easy money!

I get connection requests on a daily basis from lenders offering great rates of only 3, 4, 5% for loans.  Wow!  I see the same type of posts in a lot of the LinkedIn groups that I follow.  Since many of the groups that I follow are Real Estate Investment […]

Are you getting the most out of your IRA?

I have been investing in real estate for about four years. I saw an opportunity back in 2010 and 2011 when it looked like the Real Estate market had hit rock bottom. Just as Warren Buffett says “Be Fearful When Others Are Greedy and Greedy When Others Are Fearful”.  I […]