BOLI vs. Whole Life Insurance: Banking on a Profitable Future
Banks, despite their seemingly straightforward operations, employ sophisticated financial tools to enhance their profitability. One such tool is Bank-Owned Life Insurance (BOLI), a concept not commonly understood by the general public. On the other hand, whole life...
Planning for Long-term Care Today: Why Waiting Could Cost You More
The increasing longevity in our society brings with it many advantages. However, with this longevity comes the need for long-term care, a topic that often gets pushed to the background until it becomes urgent. By that time, the options for affordable and comprehensive...
Home Sweet Home: Financial Planning for Midwest Homebuyers
When it comes to finding the perfect place to call home, Midwest homebuyers have a unique set of opportunities and considerations. From charming suburban neighborhoods to idyllic rural settings, the Midwest offers a diverse range of real estate options. However,...
Account & ProfitAlternative InvestmentsFinancial InvesmentHolistic Financial PlanningSaving & Investments
The Importance of Cultivating Both Health and Wealth
Do health and wealth really go together? If you ask me, my professional opinion is “absolutely, YES”. Having worked in both the holistic healthcare industry and financial planning sphere for a combined 15+ years, I wholeheartedly believe that one cannot be achieved...
