Learn more about personal and business finance by reading any one of our insightful blogs.
Unlocking Financial Freedom: Introduction to the Personal Economic Model – What It Is and Why It Matters
Explore the Personal Economic Model with Root Assets PLC: A Moneytrax innovation that visualizes your money flow, prevents unnecessary losses, and creates wealth windfalls—all while maintaining your c... ...more
Retirement Planning ,Taxes General Finances Children's Financial Planning Social Security Planning &Life Insurance
August 13, 2025•3 min read
The Hidden Value of a Nickel: Unlocking Asymmetrical Wealth with Life Insurance and Annuities
Discover how a nickel’s hidden value mirrors life insurance and annuities—powerful tools for financial growth. Learn why these asymmetrical investments are essential for your portfolio. Uncover their ... ...more
Annuities ,Retirement Planning Taxes General Finances Social Security Planning &Life Insurance
July 16, 2025•8 min read
The Impact of Interest Rate Cuts on Bond Markets and Retirement Planning
Discover how interest rate cuts impact bond markets and your retirement plans. Learn strategies to adapt and secure your financial future. ...more
Annuities ,Retirement Planning General Finances &Social Security Planning
July 02, 2025•4 min read
Leveraging Life Insurance Cash Values for Investment and Retirement Income
Unlock the power of life insurance for investments and tax-free retirement income. Learn the safe, tax-efficient strategy of collateralization. ...more
Retirement Planning ,Taxes Indexing General Finances Social Security Planning &Life Insurance
June 18, 2025•4 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 to Boost Your Retirement Income: Claiming Spousal Social Security Benefits Early
Have you ever wondered if there’s a way to start receiving Social Security benefits early without sacrificing your future income? There’s a strategy that might work for you. ...more
Retirement Planning ,Social Security Planning
May 14, 2025•5 min read
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