Life Settlement Market

Are you up to speed on the emerging life settlement market? What is a life settlement? How do I get started? Follow the link below to see the 5 easy steps and as always call Tom with any questions. http://jopaz9571.wix.com/life-investment

The Heat’s Getting to Me!

The financial heat that is, decision making, deal cutting, and other tough things to know about when it comes to some “heavy lifting” in the areas of money management. How are we supposed to know about various financial issues topics like: Social security College...

Summer Vacation?

Gotta have it, need it, let’s do it. Let’s go! Yea but have we budgeted in advance for a vacation? Or are we so stressed and tired that we don’t think straight; we just “woop it up” without a thought for the “end game” of this ‘budget buster’ item. Down the road the...

Are you a “financial enabler”?

Are you a “financial enabler”? Do you have kids that perceive you as “the bank of mom or dad”? If that could be you or sounds familiar, take notice. “Real love” isn’t tossing money at your kids to help them through financial misdeeds and bad decisions, especially if...

Life insurance “cash out”

Have you come to a place where you are considering selling your life insurance policy? Maybe you have already contacted your insurance company and you were shocked to find out how little they were willing to give you to “cash out”. There are other avenues...

Do your finances control you?

The “tiger by the tail”? Huh? What’s that phrase got to do with my personal financial ideas and situation? A bunch actually, a whole bunch to be sure. Over my 34 years of being a financial counselor, most people I’ve found let their finances grab or control them...