Meet José and Theresa Olivieri from Ohio! José is a truck driver and has been driving for JB Hunt the past 18 years. As a local driver, he rarely leaves the state. Typical loads consist of retail goods, fertilizers, “Pretty much anything except poisons or explosives.” He also hauls rail containers usually from California occasionally …

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Meet Denzel and Meryl Steyn from Queensland, Australia! Queensland is known for its beaches, tropical islands and lush rainforests and has a climate similar to Miami. The Steyns are grateful to call it home. July 4th marked the Steyns 38th wedding anniversary. They are full of love for their family, and they are grateful to …

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Many people want to accomplish more than the status quo in life, and they see money as a means to the end. Money is an important tool, but sadly, some pursue money without a basic understanding of how it works and what it can and cannot do. These people often end up hurting themselves instead …

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Scare tactics are often used to coerce others into taking a desired action. These tactics attack the victim emotionally, causing them to react very differently than they might if they logically analyzed the situation. A critical first step to surviving financially is being able to think through and around scare tactics. This podcast will help …

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Recap of Whole Life Insurance Participating Whole Life Insurance (PWLI) is a lifelong insurance policy where premiums are paid annually. This contract involves the policy owner and the insurance company, with the company guaranteeing cash value growth during the insured’s lifetime and a specific death benefit to beneficiaries upon the insured’s passing. Additionally, the insurance …

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Table of Contents: Life Insurance and Home Purchases Guidelines on Leveraging Life Insurance for Home Acquisition Using Life Insurance Cash Value for House Purchase When Can I Take a Loan Against My Whole Life Insurance? How Much Can I Borrow Against My Insurance Policy? Is Life Insurance a Practical Tool for Wealth Accumulation? How Much …

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Disclaimer: Investing information provided on this page is for educational purposes only. McFie Insurance does not offer advisory or brokerage services, and does not recommend or advise investors to buy or sell particular securities. Table of Contents: Understanding a Volatility Buffer Understanding the Role of a Volatility Buffer The Role of Volatility Buffer in Counteracting …

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Table of Contents: What is Corporate Owned Life Insurance (COLI)? Understanding How Corporate-Owned Life Insurance (COLI) Functions Corporate-Owned Life Insurance (COLI) Conditions Tax Aspects of Corporate-Owned Life Insurance (COLI) How McFie Family Insurance Can Help You KEY POINTS Corporate-Owned Life Insurance (COLI) is a policy where the business insures the life of an employee or …

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Table of Contents: Keep your business and personal expenses separate Invest in bookkeeping software (and a bookkeeper) Establish a budget Maintain accurate business records Select an accounting method Maintain updated financial records Optimize accounts payable (AP) terms and invoicing Segregate accounting responsibilities Monitor significant high-cost expenses Plan for significant investments strategically Exercise diligent oversight in …

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Remember the old saw “Never judge a book by it’s cover”? This proverb cautions against making judgments based only upon outward appearances. Appearances can be a good indication, but basing a decision solely upon them can lead to serious consequences. In today’s episode, find out how appearances did us in… or was it interstate 40? …

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