PEM

Should You Have More than One Life Insurance Policy?

Should you—or can you—have more than one life insurance policy!? We occasionally hear this question and the answer may be very important to your wealth! So beyond a simple “Yes,” let’s consider why people have “portfolios” of investments and how the concept applies to life insurance. An investment portfolio typically contains a range of diverse …

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Secret Millionaires: Working Class Savers Who Built Fortunes

Last year, Sylvia Bloom left $6.24 million in her will to the Henry Street Settlement on the Lower East Side of Manhattan, a non-profit that provides social services, arts programs and health care services. Sylvia’s generous legacy donation was extraordinary in more ways than one. Not only was it the single largest gift from any …

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Book Release: Let’s Bust the Real Estate Investing Lies!

If you’re not investing in real estate, you’re probably slowing your journey to financial independence. Over the last two centuries, around 90 percent of the world’s millionaires have been created by investing in real estate, according to the TheCollegeInvestor.com. David Greene, a Forbes contributor and host of the Bigger Pockets podcast, contends that real estate builds …

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