Archive Monthly Archives: August 2015

181 Cars, Houses and Yard Sale Knick Knacks

In episode 181 of the Financial Procast, here's what we discuss: Money Flees U.S. stock funds SEC commissioners push for greater pricing transparency for bonds Variable Annuity surrender charges aren't

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180 Follow Us on Facebook and Like Us on the Tweeter

Ever been around someone who tried too hard? It's painfully obvious. The financial services industry is guilty of this kind of behavior. Need proof? Just google the term “society of grownups”

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Who are Our Clients?

After we published the no contest between whole life and term life insurance article a few weeks ago many of you apparently found a side comment I made very intriguing. We’ve received more emails asking

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179 Welcome to Chi Phi Pi

Don't let the title fool you. We're not actually starting our own sorority. But we do think that it's a shame that the CFP board recently compared itself to one in a recent court case where they were being

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The Over-Loan Protection Rider

For years, the task of creating income from a life insurance policy was all about balancing the growth of policy loans against the growth of policy cash values. Assuming the policy cash values grew at

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