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Author: Jeff Poole

Mistakes to Avoid When Buying Life Insurance

  You may think this post might be boring or one you’ll want to skip, but it won’t be and you shouldn’t. This is one you’ll want to forward to family and friends so they can avoid the mistakes we’ll be discussing. Life insurance as a necessary evil? Most people, when they think of life insurance, think […]
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Why Financial Plans from 30 Years Ago Failed—Don’t Make the Same Mistake

  Financial planning is not a new phenomenon. It’s been around for 50+ years. While financial planning has been around a long time, the question is whether most financial plans accomplished the goals they set out to achieve. Typical Financial Planning Financial plans will vary depending on age (years until retirement), income level, desired lifestyle […]
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