May 27, 2023
By Mark Willis, CFP® / CERTIFIED FINANCIAL PLANNER™ For those who love to flip properties, how might you use the strategy of harvesting equity? Simple: take the profits from your first flip and use that profit to fund your policy. This will also work without...
May 20, 2023
By Mark Willis, CFP® / CERTIFIED FINANCIAL PLANNER™ First, let’s outline the easiest way to use this policy: a cash purchase. It’s best to think in terms of four straightforward steps: Use the equity in your policy to purchase real estate. The policy...
May 13, 2023
By Jessica Lanning, JD, CFP® Recently, a client asked me whether transferring money from a previous employer’s 401(k) to her new employer’s 401(k) was safe. Like every decision, you have to weigh the pros and cons of this decision. Here’s what to keep in mind....
Apr 30, 2023
By Jessica Lanning, JD, CFP® Planning for the aging of loved ones can be a challenging process. Here are some lessons learned from those who have been through it. We thought we planned for everything. Many parents and children have had conversations about...
Apr 14, 2023
By Jessica Lanning, JD, CFP® As a financial planner, I’ve seen my fair share of families struggling with the overwhelming responsibility of caring for their children and aging parents. It’s a situation that I like to call being...
Mar 29, 2023
By Jessica Lanning, JD, CFP® As a fan and long-time user of LastPass, I was alarmed by the latest LastPass hack. But what exactly happened, and what does it mean for users like you or me? What Happened In a nutshell, LastPass suffered a security breach...
Deferred Sales Trust Company > Blog > Page 71
