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
Connecting the Dots: How Insurance Products Enhance Your Portfolio
Discover the dangers of trying to time the stock market with Berkshire Hathaway as a cautionary tale. Learn how Indexed Universal Life insurance and indexed annuities provide protected growth, tax adv... ...more
Annuities ,Retirement Planning Taxes Indexing General Finances &Life Insurance
July 30, 2025•4 min read
The Perils of Panic Selling: Lessons from Berkshire Hathaway
Learn why panic selling stocks like Berkshire Hathaway can wreck your wealth. Discover tax pitfalls, recovery hurdles, and how patience—plus a financial pro—can save your portfolio. ...more
Retirement Planning ,Taxes &General Finances
July 23, 2025•7 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
Mastering Your Financial Future: The Role of Permanent Life Insurance
Explore the benefits of permanent life insurance in financial planning, including tax advantages and asset protection. See how it can be a cornerstone of your financial strategy. ...more
Retirement Planning ,Taxes General Finances &Life Insurance
July 09, 2025•5 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
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