Financial Planning

Life insurance is not for saving

Stop buying life insurance as a savings strategy. Stop buying it as a tax-deferral vehicle for retirement savings. Stop spending thousands of dollars a month on life insurance premiums, at least until you read the rest of this column. Life insurance is not a retirement savings strategy. Why do we buy life insurance? ​ A …

Life insurance is not for saving Read More »

Bestselling book’s financial promises don’t add up

Pamela Yellen’s New York Times best-seller, “Bank on Yourself,” made a splash by promising to help people build their wealth even as their investments were losing value. In the aftermath of the housing crash, the book seemed to throw a lifeline to consumers whose financial security was suddenly under threat and who were desperate for …

Bestselling book’s financial promises don’t add up Read More »

Schedule A Virtual Meeting From Anywhere In The World