
09/02/2024
It's time to draft your financial positions.
Defensive front line: Term Life Insurance.
Protect your family from unexpected blitzes. Pay off your mortgage, car loans, and provide living expenses (usually 10 years or more). I can save you 30-50% on term life insurance. Two minutes of your time and I can get you a great quote.
Quarterback: Family Banking Account
This one tax-free financial tool is SO powerful. It replaces 529 accounts, car loans, down payments for your home, retirement and MANY more. It is the wealth legacy system used by Disney and the Rockefellers to keep their wealth and not let the government take it away.
Safety: Upgraded Retirement accounts
Protect your retirement account from the roller coaster of Wall Street. Stop paying ridiculous management fees and transfer into an account that can NEVER go down, only go up and will be safe from unexpected plays.
This post may be a little silly, but protecting your family never is!
Drop in the comments and I will work hard to help you protect your family in this, and every season.