The Software that Tells the Whole Truth about All Things Financial

wealth building

The Staggering Impact of Taxes On Investment Returns

The Staggering Impact of Taxes On Investment Returns
The purpose of this post is not to make any kind of political statement.  We are not trying to say one side is right or one side is wrong.  The purpose of this post is to simply show mathematically something that politicians should understand.  More importantly, you as a financial professional should understand this because the impact of taxation on our wealth is sign… Continue Reading

The Truth About Whole Life Insurance Rates of Return

The Truth About Whole Life Insurance Rates of Return
“Is Whole Life Insurance a Good Investment?” Perhaps no question has generated as much controversy on financial blogs and forums as this one. “Typical” advisors and the media-hyped financial gurus say, “Stay away from whole life insurance!” Meanwhile, many passionate agents and advisors try in vain to correct the misconce… Continue Reading

Beyond Rates of Return

Beyond Rates of Return
In my conversations with advisors, I get all kinds of questions relating to the potential returns of financial vehicle “A” (investment, savings vehicle, insurance policy or property) versus financial vehicle “B.” Of course, that’s what financial software DOES, yet sometimes, it seems we don’t have all of the factors ̵… Continue Reading