Learn more about personal and business finance by reading any one of our insightful blogs.
Mastering Your Finances: The Power of Savings Over Returns
Learn why saving more can have a greater impact than chasing high returns. See how a 1% savings boost equals a 19% return. View our video to learn more: https://youtu.be/4_UT5YW9bXg?si=9WXPk0SVNhdmjkp... ...more
Retirement Planning ,General Finances &Children's Financial Planning
June 11, 2025•5 min read
Why Assured Annuities from Settlements Are a Smart, Low-Risk Investment for Your Portfolio
Explore how structured settlement annuities provide a low-risk, steady income for your portfolio. Ideal for cautious investors, they ensure stability and guaranteed returns in fixed income investing. ...more
Annuities ,Retirement Planning Taxes &General Finances
June 04, 2025•4 min read
The Cost of a 1% Annual Fee Over Time
Discover how no-fee investing can boost your wealth over time. Learn why fees matter, see the impact in our chart, and explore Root Assets' no-fee approach. ...more
Retirement Planning ,General Finances &Children's Financial Planning
May 28, 2025•6 min read
High Cash Value Life Insurance: Benefits, Tax Advantages, and Retirement Planning
Discover how high cash value life insurance can enhance your financial planning with tax-free income, collateralization opportunities, and a lifetime retirement income stream. ...more
Retirement Planning ,Taxes General Finances Social Security Planning &Life Insurance
May 21, 2025•7 min read
How Eliminating Most Debt (Except Your Mortgage) Can Supercharge Your Retirement
We’ve all heard the conventional wisdom: “Pay off your debts as fast as possible, especially your mortgage!” It’s touted as the golden ticket to financial freedom. But what if I told you that eliminat... ...more
Retirement Planning ,Taxes &General Finances
May 07, 2025•5 min read
Why an Indexed Universal Life Policy Might Be Better Than a 529 Plan for Your Child’s Future
As a parent, planning for your child’s future is one of the most important steps you can take to ensure they have the opportunities they deserve. Two popular financial tools often considered for this ... ...more
General Finances ,Children's Financial Planning
April 30, 2025•5 min read
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