Passive Investing, Like Buying Used Cars, Is Wise Strategy

Need a car? Buy used. It’s what I always do. My sweet spot is a low-mileage vehicle two or three years old, which I routinely can find for 25%to 35% less than the original cost. I recommend this strategy to my clients, staff, and friends. If everyone followed this advice, Read More

Term Life Insurance Can Protect Retirement Plan Contributions

Some of the typical reasons for life insurance are to replace a breadwinner’s salary, pay off large debts, and pay estate taxes. Another reason to carry life insurance—if it’s the right kind—can be to fund a retirement plan. To illustrate, let’s imagine a couple, both 55, with two grown children, Read More