Will the next bear market be worse than the dot.bomb or housing market crashes?
As of March 2018, the last market crash we experienced here in the United States ended in March of 2009. We have been in the second longest running bu...Read More
Couple Funds Daughter’s Wedding and Reaches Retirement Goals
Couple creates an IUL that sets them up for a risk-free, tax-free retirement AND provides tax-free income they can use to fund their daughter's weddin...Read More
Better Money Method: IULs versus other retirement accounts
The Better Money Method is a customized approach to leveraging a life insurance product called an Indexed Universal Life (IUL) product to deliver livi...Read More
Young Software Engineer Sets Up Secure Retirement Plan
Young software engineer invests $15K a year until he retires, receives $250K+ tax free annually in retirement. Does it all risk-free and receives tax-...Read More
Will the Better Money Method Work for You? Look Before You Leap!
What do you need to do to be eligible for an IUL? Find out if the Better Money Method can help you maximize returns on investment, minimize risk and a...Read More
Six Key Steps to Setting up an IUL the Better Money Method Way
There are many details to get right within an IUL in order to be sure it is set up to maximize your return on investment and protect you from risk. Re...Read More
Get 2X (Twice!) More Spendable Income in Retirement
Get twice the amount of spendable income in retirement. Learn about a a young software engineer who invested $15K a year and got $250K a year in retir...Read More