Do you intend to leave a legacy? Utilizing life insurance and selecting policy beneficiaries for your policies and/or other accounts makes leaving legacy gifts simple,
Little changes can make a BIG difference. Americans report spending around $100 a day on average—over and above home and car payments and basic household
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
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
The following is a guest post from our friend Kate Phillips of Total Wealth Can’t stop shopping? You are not alone, and it’s no accident!
We hear that whole life has a horrible rate of return from many so-called financial experts who do NOT understand life insurance! In this video,
What are life insurance dividends and how do they work? What kinds of companies pay dividends? Are life insurance dividends taxable? What are your life
You’ve probably heard all about how much money you’ll save by prepaying your mortgage. But what if that wasn’t the whole truth? In this Money
“Impulsive decisions are soon regretted, so take your time with financial decisions.” – Kate Phillips, Total Wealth Coaching It’s the problem everyone wants to have:
“Oh, for the good old days when people would stop Christmas shopping when they ran out of money.” (Author Unknown) The holidays are a time
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