The Dangers of “The Government Plan”

The Dangers of “The Government Plan”

If you haven’t realized that tax will always increase, let this serve as a wake-up call to that reality. It has been quite clear least for the past 20 years that the day of reckoning is upon us, which is purely based on arithmetic and not a prediction. A huge...
The Banker’s Secret Bunker Part 2

The Banker’s Secret Bunker Part 2

Why banks buy life insurance Banks’ primary objective of buying life insurance is to acquire the benefits not available in their products and other institutions. Compared to the bank’s products that are taxable and low rates, life insurance offers a...
Top 5 Tax Traps to Avoid in Retirement

Top 5 Tax Traps to Avoid in Retirement

Most people are shocked to learn that the biggest expense in retirement, that long-sought oasis after a lifetime of hard work, won’t be a mortgage, healthcare, or green fees at the local golf course. It will be taxes! The unfortunate reality is that even the...