≡ Menu

Customer Reviews

Wealth Building

INFLATION, INSURANCE, AND THE ILLUSION OF NOMINAL DOLLARS Guest Post By, Frank A. Jurs II Most people, professional and laypeople, believe that the term “inflation” means the rising cost associated with goods and services. While the rising cost of goods and services are a byproduct of inflation, it’s not inflation in and of itself. Inflation […] Read more

The Everything Bubble

History shows that when it comes to asset market gyrations, the pendulum rarely swings to the middle. When times are good, and money is easy, markets are prone to rise to over-inflated levels, forming bubbles that eventually burst and leave hordes of investors ruing the day they bought into them. But while past bubbles have […] Read more

If you’ve researched cash value life insurance at all, you’ve probably been exposed to some negative commentary from those in the financial world (often financial entertainers and stockbrokers) who seek to compare whole life insurance with other investment options. Our prior articles tackle those objections in some detail… As we’ve discussed concerning the infinite banking […] Read more

The following article on deals with cashing out a 401k. There are many advantages and disadvantages to this decision and you need to weigh each option to make sure it is the right decision for you. After all, there are many 401k pros and cons that you need to consider when deciding on whether or […] Read more

Determining Your Marginal Tax Rate

If you’re single and you earn $100,000 per year, you are in the 24% tax bracket, so that means you should be paying $24,000 per year in federal income tax, right?  Well, no, it’s not that simple.  In fact, your actual tax liability will probably be much less.  And that’s because the U.S. has what […] Read more

Cost Segregation Pros and Cons

At Insurance & Estates, we focus on maximizing your cash flow so you can free up as much money as possible to live financially free. Through the use of a home base for your liquid assets in properly structured whole life insurance you can increase your return on your assets, in a tax favored environment, […] Read more

Determining your opportunity cost on any given day and in any situation produces a harvest of beneficial returns, not just financially but in other areas of your life as well, including your mental, spiritual and physical growth. In the following article on opportunity cost, we will dive into the the concept as well as the […] Read more

“Discipline equals freedom” – Jocko Willink At I&E, we want you to be financially free. However, without financial discipline, there is no financial freedom. The following article touches upon some of our philosophy of money and highlights important steps you can take towards financial discipline on the path to financial freedom. The simple fact is […] Read more

In the following article on compound interest growth and the different compound interest accounts available we are going to take a different approach than you will find anywhere else. In fact, if you are short on time, please jump to our section that talks about how using the best compound interest account that grows without […] Read more

Getting your proverbial “financial house” in order requires an investment into many different areas of your life, such as an investment in knowledge, experience, and other internal/external areas. It also includes an investment into different types of insurance policies that provide safety and security to your existing lifestyle, today and beyond. In the following article […] Read more