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Shouting about Bank On Yourself from the rooftops

…request your FREE no-obligation Personal Wealth Analysis and get a referral to a Professional. Why Dan was surprised to see his net worth grow so dramatically, even though he’s still…

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The Rise of Aunt Bizarro and the Demise of the American Social Security Net

…America and its great financial wherewithal. So people complied with her entreaties and entrusted their retirement funds to her Social Security lockbox. Those who knew Aunt Columbia the best attributed…

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Why the Best Way to Get Cash Fast is a Bank On Yourself Policy Loan

…minute it begins to rain.” Bank On Yourself Comes to the Rescue… When you need fast access to cash, what’s the fastest and easiest way to get it? A Bank…

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3 Key Ways You’re Underestimating Your Retirement Costs

…estimates turned out to be low. And when it comes to healthcare, 44% of retirees said they’re facing higherx costs than they expected. (Source: 2018 Retirement Confidence Survey by Employee…

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Test Your Money and Investing IQ

…later this month. So scroll down to the comments box below and start typing! (Note – all comments are moderated, so there will be some delay before your comment appears.)…

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Episode 2: Shattering the Mirror of Erised

…and her Mirror of Erised. As our story opens, we come upon a celebration of all good cheer. Our revelers, mostly senior citizens, are toasting the news that in 2012,…

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Record-High Credit Card Debt Promises Problems for Many

…insurance policy loans are noted for their competitive, typically below-market interest rates and for giving the policy owners complete discretion in both taking and repaying the loans. When you borrow,…

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Three Ways to Protect Your Heath and Wealth from COVID-19 Coronavirus

…black swan event, as is the dot-com bubble of 2000. And we all know how badly those events ended. Already the virus has disrupted numerous industries and companies based in…

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Taxmageddon is coming – Here’s How to Protect Yourself

…to pay on your Social Security income. It’s fairly common for even middle-income folks to owe taxes on up to 85% of your Social Security benefit. However, the income you…

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