“Gifting” Life Insurance Policies to a Charitable Organization (Part 2 of 2)

Once again, right upfront here I’d like to thank Rodney Smith over at Helping Hands for Freedom for helping put this 2-part blog together.  You can learn more about Rodney and his work with helping military families of the fallen, wounded and deployed by clicking the link.

Gifting Life Insurance Policies – Why It Makes Sense (Part 2)

Last week I provided a general overview and then discussed the first option for gifting life insurance – Purchasing a New Policy. In this week’s conclusion, I’ll review the other two options: Donation of an old insurance policy, and the Purchase of Wealth Replacement Insurance. Let’s get to it!


Retirement Planning Checklist

A Retirement Planning Checklist For Your 20s and 30s

How To Create a Retirement Planning Checklist in Your 20s and 30s

It’s an easy mistake to make, thinking that retirement planning is a really complicated venture, especially in younger people who tend to spend a fair amount of their time simply enjoying life, not thinking too far down the line.  “I mean, there’s plenty of time for that stuff… right?”

As someone who specializes in financial planning for professional athletes, I’m pretty fluent with the 20-30 year-old age range.  As athletes, they often have larger finances to manage, which is great from a resources standpoint, but can open things up for over-complication, one of the bigger enemies to successful retirement planning.

In today’s post, I’m bringing you a slightly different perspective than you’re probably accustomed to seeing.


Don’t Make These 3 BIG Mistakes With A Credit Card

3 Big Credit Card Mistakes to Avoid

Being a financial advisor with an expertise in professional athletes, I’ve worked with clients in some rather stratospheric income ranges over the years.  A great financial advisor will help you avoid many of the pitfalls that can take down even the wealthiest of individuals over time (just look at Allen Iverson’s bankruptcy story), but anyone can let their credit card spiral out of control by making only a handful of key mistakes.  Here are 3 BIG mistakes that I strongly recommend you avoid making, if you want to keep your credit card debt from taking over your finances.


“Gifting” Life Insurance Policies to a Charitable Organization (Part 1 of 2)

Providing financial support to charitable organizations is now more important than ever because of the economic condition of our country. It’s imperative that all non-profit organizations diversify their fund development strategies to ensure sustainability.  And right upfront here I’d like to thank Rodney Smith over at Helping Hands for Freedom for helping put this 2-part blog together.  You can learn more about Rodney and his work with helping military families of the fallen, wounded and deployed by clicking the link.


Should I Buy or Lease a Car?

It’s a source of stress for most of us at some point during our lives — time to get a new vehicle.  It’s always a great feeling when you drive off in a brand new automobile, but buyer’s (or leaser’s) remorse is not a great feeling, pretty much ever.  It’s not easy to get clear-cut advice, let alone in easily-digestable video form, but after researching a while, I finally found this short-but-sweet video, as seen on Business Insider, that can really help.  Hope you enjoy it!

Credits: Buy Or Lease A Car – Business Insider


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