I have been getting a lot of inquires lately about infinite banking life insurance. Firstly, infinite banking is not life insurance. But rather, infinite banking is a concept. There are many other descriptions for the same idea. Be your own banker. Circle of...
Article Topic: Retirement
Financial thoughts, tips and tricks for you to consider.
5 Problems That Will Cut Your Retirement Income In Half
You’re Not As Rich As You Think
Pressures On Money In Retirement
May 5, 2020 | Blog, Retirement
In retirement we enter the distribution phase of our economic life from the accumulation phase. We move from “Working for Dollars” to “Dollars at Work” During the distribution phase there is only a finite pool of resources. Adding new financial assets during...
Build Real Wealth
May 5, 2020 | Featured, Investments, Retirement, Strategies, Wealth Building
Would you like to own your first rental property but don't know exactly where to start? Not sure if you can afford it? Not sure if it should be a condo, townhouse, duplex? Not sure of how to analyze the numbers? This is different ... Why would a financial...
You Don’t Know Jack
May 5, 2020 | Blog, Insurance, Retirement, Wealth Building
Jack is 45 and he just purchased $1,000,000 of Term 20 insurance. He pays $1,930 to the insurance company every year. The plan is to drop the insurance after 20 years. His family won't need it. Mortgage will be paid off. Wealth will be amassed. Children are through...
The Thing Most Often Omitted In Retirement Plans
May 5, 2020 | Blog, Insurance, Retirement
Most of us assume that once our children are grown and we enter the retirement phase of our life we no longer need life insurance. This is one of the reasons term insurance is often recommended. However, in reality the exact opposite is true. Life insurance can and...
How your retirement plan is doomed to fail
May 4, 2020 | Blog, Featured, Insurance, Retirement
When it comes to retirement planning there are really only two approaches: The Probability Based Plan Approach which uses the Safe Withdrawal Rate OR The Safety First Plan Approach The problem with the Probability Based Planning Approach Probability Based Planning...
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Kathleen van den Berg, MBA, CFP
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