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Our Financial Insights Blog

Stay informed with the latest trends, tips, and strategies in personal finance and wealth management.

How Financial Freedom Can Help You Pursue Your Passions

2024-12-19

How Financial Freedom Can Help You Pursue Your Passions

In today’s fast-paced world, many of us find ourselves locked into routines that revolve around work, bills, and responsibilities.

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The Pros and Cons of Passing Down Wealth in Cash vs. Assets

2024-11-18

The Pros and Cons of Passing Down Wealth in Cash vs. Assets

When it comes to legacy planning, one of the most important decisions families face is determining how to pass down wealth: in the form of cash or assets. 7 minute read.

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Infinite Banking vs. Hybrid Financial Arbitrage: Which Offers Greater Financial Flexibility?

2024-10-23

Infinite Banking vs. Hybrid Financial Arbitrage: Which Offers Greater Financial Flexibility?

When it comes to achieving financial freedom, two advanced strategies have gained popularity: Infinite Banking and Hybrid Financial Arbitrage. 7 minute read.

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How to Get Started with Accelerated Debt Payment Technology: A Step-by-Step Guide

2024-10-03

How to Get Started with Accelerated Debt Payment Technology: A Step-by-Step Guide

If you’re overwhelmed by debt and looking for a way to pay it down faster, accelerated debt payment technology could be exactly what you need.

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The Impact of BOLI on Bank Balance Sheets

2024-12-12

The Impact of BOLI on Bank Balance Sheets

In the dynamic world of financial institutions, banks constantly seek ways to balance growth, manage risks, and optimize profitability.

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Why Dave Ramsey’s One-Size-Fits-All Approach Doesn’t Work for Everyone

2024-11-06

Why Dave Ramsey’s One-Size-Fits-All Approach Doesn’t Work for Everyone

Dave Ramsey has made a big impact on the personal finance world, known for his no-nonsense, practical advice on getting out of debt, building wealth, and living without financial stress. 7 minute Read.

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How Hybrid Financial Arbitrage Can Accelerate Your Student Loan Payoff

2024-10-16

How Hybrid Financial Arbitrage Can Accelerate Your Student Loan Payoff

Struggling with student loans? You’re not alone. For millions of people, student loan debt is a heavy burden that takes years to pay off. 7 minute read.

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More than 40% of American Adults Need (or Need More) Life Insurance. What is Stopping Them?

2024-11-27

More than 40% of American Adults Need (or Need More) Life Insurance. What is Stopping Them?

Life insurance plays a crucial role in protecting loved ones from financial strain after a tragedy, yet studies reveal a surprising trend: more than 40% of American adults need (or need more) life insurance.

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Debt-Free to Financial Freedom: A Step-by-Step Guide to Breaking Free from Debt

2024-10-30

Debt-Free to Financial Freedom: A Step-by-Step Guide to Breaking Free from Debt

Financial freedom is a goal that many people dream of, but reaching it often seems impossible when you’re weighed down by debt. 7 minute read.

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Financial Education for Families: How Financial Literacy Group Professional Educators™ (FLGPEs) Can Help

2024-10-09

Financial Education for Families: How Financial Literacy Group Professional Educators™ (FLGPEs) Can Help

In today’s complex financial world, financial education has never been more important. Many families find themselves juggling competing priorities. 7 minute read.

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