Archive Monthly Archives: September 2013

Is Whole Life Insurance like a Roth IRA?

I want to start today’s discussion about whole life insurance and Roth IRA’s by noting that I had mixed feelings about writing this post. This one was motivated by requests to retort a blog post that

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Top Reasons to own Cash Value Life Insurance Reason #5: Liability and Creditor Protection

Cash Value Life Insurance provides an array of various benefits and one unique benefit it brings to the table (for some people) is the fact that cash values are often protected from creditor and liability

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053 Timing Risk, It’s More Serious Than You Think

(Complete Show Notes Below) In the 53rd episode of the Financial Procast: Is Timing Risk All About The Whims of the Stock Market? Most of us think that timing risk has everything to do with a buy low,

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You don’t need Life Insurance when you Retire, the Statistics don’t back the Claim

For years talking heads have been very clear about the use of life insurance in retirement. And still today, despite macro economic events that have shaken a lot of conventional wisdom to its core and

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