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Whole Life Insurance

Year-End Financial Forecast

Having a formal, well-organized way of projecting next year’s business results is a very valuable skill. While this skill is great for the development of your career, it is also a cornerstone for prudent personal finance. How else could someone know how they’re doing financially and how to guide their money …

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Simple Interest Loan, Funding Compound Returns

Certainly, there is no shortage of financial minds out there who shout from mountain tops that whole life insurance is the worst investment known to man, inappropriate for all.  For the most part, I would agree with them. However, for the right individual, it can function, not as an investment, …

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