Search Filter:

Clear Search

Less than 2 out of 5 Americans have enough money saved to afford an unexpected $1,000 expense. Such an expense would force 1 out of 5 to charge such an unexpected expense on a credit card, leaving the rest to either scrounge it off a friend, family member or take out a personal loan.  Interestingly …

Read More...

The Buricks

Type: products

After 8 years of working at a casino in Atlantic City as a craps dealer, Dr. Mark Burick was ready to do something else. He laughingly explains that he started with the alphabet and upon reaching C, where he found “chiropractor”, he seemed to remember his mother telling him as a child that he would …

Read More...

Ken Fisher, Founder of Fisher Investments, wrote in USA Today on June 24, 2018, “You shouldn’t worry about Social Security running out of money because in the past this same fear has “prompted politicians to act and put in simple fixes.”[i]  Then he goes on to explain that raising taxes, or the minimum retirement age …

Read More...

When purchasing participating whole life insurance, many want to see the premium “disappear” as soon as possible. And if you have a limited source of funding to pay the premiums with, like an inheritance, a bonus, the sale of personal property, a settlement, or lottery winnings, it might make sense to have the premium “disappear” …

Read More...

 Five-hundred and 2 days ago, from the time of writing this blog, a new president of the United States has “slashed regulations that strangle the economy by nearly $2 trillion a year.”[i]  Which has increased the wealth of U.S. households $7.1 trillion![ii] This, all in spite of what the Economic Policy Institute or the Brookings …

Read More...

The White Coat Investor (WCI) is a financial blog written by an emergency room doctor out of Utah. Having enjoyed, and even been entertained with the thoughts, ideas and opinions this blogger has conveyed over the years, it’s with some diffidence that I address the anti-Whole Life insurance bias which runs so prevalently in this …

Read More...

Attending a university or college used to provide a path to a better income.  But “In 1987-1988 the average four-year universities and colleges were charging $3,190 a year for tuition.  Today, with prices adjusted to reflect 2017 dollars, that average cost has risen to $9,970 a year.  Which is a 212.5 percent increase.”[i] But the …

Read More...

The Zapatas

Type: products

Meet David and Carla Zapata of St. Joseph, Michigan!  David owns his own automotive business and Carla is a nurse. Five years ago, prior to their marriage, David attended a seminar where various aspects of living a successful life were discussed. One of those things was participating whole life insurance and how it can …

Read More...

Meet Jeffrey and Dr. Cathy Ng from California! Jeffrey has been an elementary school teacher for 10 years. For him, one day is never the same. “It’s excitingly unpredictable,” he says. “You have a plan (for the day) but it never turns out that way.” Dr. Cathy is a family based pediatric chiropractor and describes …

Read More...

California cities are floundering to pay for the rising cost of public pensions.  Interestingly, the governor of the “Golden State” says, “it’s not up to the state to help.”  Even though most local governments face even greater pressures than the state in meeting promised pension plans, the state government isn’t going to lend a helping …

Read More...
29 Pages | 283 Results