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When you become a homeowner, you may hear about the velocity banking strategy. Some people will tell you it’s a great way to pay off your mortgage in 5–7 years while others may tell you it’s a scam. In this article, we’ll discuss what the velocity banking strategy is, how it works, and how to …

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CARES Act Impact on Retirement Plans and Your Once in a Lifetime Chance With high unemployment rates in the U.S., individuals are seeking access to savings accounts to sustain their family and/or business during the pandemic. Many are turning to their 401(k) retirement accounts as a financial safety net. Thanks to the CARES Act, many …

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Universal life insurance became a popular life insurance policy in the 1980s. These policies differ from the common term life insurance policies or whole life insurance policies. So what is universal life insurance? Read on to learn about what it is, how it differs from other policies, and the challenges with this type of policy. …

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Have you ever wondered, “Should I pay off my mortgage early?” Many homeowners ask this question because they want to get ahead financially.  My Mom and Dad paid off their first home in 5 years. They wrote a check and bought their second home with cash – a beautiful, 2 story brick home on 3 …

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What You Need to Know about 7702 Plans Many insurance agents market “7702 plans” as a type of retirement plan and explain it to be similar to typical retirement plans, like a 401(k). Sometimes important details are ignored in this process. We’re going to break down what 7702 plans really are, what these plans mean …

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The Benefits and Cautions of Following Bank On Yourself by Dr. Tomas McFie Early on in my trek to developing and applying the Perpetual Wealth Code™ I was approached by a recruiter. This recruiter worked for a large marketing group that promotes the brand Bank On Yourself. The objective was to enlist me to represent …

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  A Formula for Financial Peace of Mind We Design Financial Solutions and Life Insurance Schedule Appointment » MEET WITH LIFE BENEFITS FOLLOW THE FORMULA GROW YOUR WEALTH The Financial System in America is NOT Designed to Make You Wealthy! Banks are paying next to NOTHING Typical financial planning isn’t working Investing is risky and …

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What are you worth?

Type: podcasts

What are you really worth? Americans used to save over 14% of what they made, but now Americans are hardly saving at all. Many people don’t feel they are worth anything, and hence they don’t save anything. This is tragic! How much should you save? Some say you should have enough saved to live on …

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It can be tiring to say ‘no’ when your children ask for bubble gum in line at the store, for a new toy when you’re grocery shopping, or for other miscellaneous expenses. If only your children could understand how money works, and the importance of saving. Then maybe you wouldn’t always have to be the …

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It is amazing what people believe they are worth.  Surprisingly, many believe that paying 12 percent or more on a credit card is worth more than keeping 10 percent of their income for themselves to rely upon when they will no longer be able to work as long or as hard as they currently work. …

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