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: 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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Table of Contents: Where Should You Keep Savings for Your Grandchildren? How to Save Money for Your Grandchildren Tips for Saving After You Stop Working Create a Savings Plan With McFie Insurance Saving for your grandchildren can help them with costs they’ll face when they grow up. This could be for college, their first house, …

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TABLE OF CONTENTS: Liquidity in life insurance Can life insurance be categorized as a liquid asset? Life insurance varieties that provide liquidity Integrating liquidity into a term life insurance contract Is a liquid life insurance policy a good choice? Frequently Asked Questions KEY POINTS Liquidity in Life Insurance: Liquidity denotes how easily cash can be …

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With all the investment, hedging and saving options we have in today’s world, is there any need for whole life insurance? Whole life insurance has been around for a long time and some may argue it is outdated. In today’s episode, find 10 things you could do with your money instead of buying whole life …

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OUTLINE: Why Start with Saving? Saving vs Investing Strategies Finding the Right Balance Investing for Beginners Investments for Beginners Investing for Retirement Conclusion Many articles about investing for beginners will start by encouraging you to identify risk tolerance and then invest small amounts in High-Yield Savings, CDs, a 401(k), Mutual Funds, ETFs, and/or Individual Stocks. …

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In our rapidly changing era, saving and preparing for tomorrow has never been more important. But saving in today’s world can be difficult, especially where cost of living is high such as in New York or San Francisco, or when a market swing could wipe out a lot of your savings. Today on WealthTalks – …

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Bank on Yourself (BOY) was developed and trademarked by Pamela Yellen in 2008. Pamela Yellen’s influence for Bank on Yourself was a book she read in 2001 called Becoming Your Own Banker, which was written by R. Nelson Nash, and described The Infinite Banking Concept. Bank on Yourself in a Nutshell Bank on Yourself capitalizes …

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Life insurance is an important part of planning for your future, growing, and protecting your wealth. Despite its significance, many people question if it’s really worth it. Although life insurance may seem like an unnecessary expense, having the proper coverage in the case of disaster is widely considered best practice. To help you make a …

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It’s been said that positive advice (recommendations), as opposed to negative advice (things to avoid or NOT do), is the realm of the charlatan. In our opinion, this saying holds true when it comes to the question of how or where to invest 5k. Experts and novices alike can write beautiful articles on where people …

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