Jun 3, 2023
By Mark Willis, CFP® / CERTIFIED FINANCIAL PLANNER™ As I write this, markets are increasingly volatile, interest rates are surging, and tax increases are looming. No matter when you’re reading these pages, I bet we haven’t solved the world’s economic problems....
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...
Deferred Sales Trust Company > Mark Willis
