Taking a deep dive into annuities and whether you should get one while we also answer other reader questions about the scourge of whole life insurance and how to best use a Donor Advised Fund.
Most people regret purchasing whole life insurance. And why is that? Mostly because it is a product designed to be sold, not bought.
Here's how an irrevocable life insurance trust could benefit you and your family if you are going to have an estate tax problem when you die.
People think I hate whole life insurance. But there are some reasons to get it. Let's discuss the pros and cons of whole life insurance.
Answering reader questions about where to save your money in the short term, when whole life insurance is a good idea, and what're the latest tax requirements when dealing with Venmo.
Whole life insurance is a product designed to be sold, not bought. That said, it could make sense for some docs to buy it. Here's how to know.
Need an insurance policy that provides for your family and offers payment flexibility? Here's what to know about universal life insurance.
On May the Fourth, let's explore how some financial advisors have turned toward the Dark Side and how that affects your investment plans.
Here's all you need to know about life insurance for physicians—how to buy, what kind to buy, where to buy, and all the options you have.
Answering listener questions about insurance, including topics like whole life insurance, group universal life insurance, and umbrella insurance.
Life insurance for children is a product made to be sold, not bought. While inexpensive, there are better ways to show your kids you love them.
Whole life insurance is pitched to almost every high-income professional. Arm yourself with the facts so you don't fall prey to a decision you'll regret.
Are you an employee stuck with the high cost of an underwater universal life insurance policy? ERISA law may be your ticket out.
Infinite Banking is often hyped as a magic way to build wealth. Understand the concept behind it and realize it's not as sexy as sold.
Combine whole life insurance with investing and you end up with the WORST from both worlds. Here are 10 reasons to keep them separate.