FP | September 14, 2010
“It’s not what you earn but what you keep that’s important”, meaning that you must minimize taxes and maximize cash flow to keep more of what you earn. Understanding how various forms of income are taxed is helpful to understand what you can do to adjust your income resources where possible to lessen the burden [...]
FP | May 25, 2009
Many financial advisors cast serious doubts on the investment potential of a cash value life insurance policy. It’s easy to see why. According to Moshe Milevsky, professor of Finance at Toronto’s York University, “policies that combine insurance with an element of investing- such as whole life and universal life-earn a lousy pre-tax return.” Rather then [...]
FP | May 14, 2009
When it comes to life insurance, you have two basic choices: Some for of cash value life insurance (including universal life) and term insurance. Cash value policies have been sold for decades and are owned by millions of consumers. As a “bundled” policy, it requires you to buy both your death benefit and a cash [...]
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