Blog #16 – Ease Can’t Replace Expertise

It is important to remember that as great as these sites are, (speaking of financial sites) they aren’t a replacement for professional advice. Think about it like this—when you’re sick, you might look up your symptoms online to get an idea of what’s wrong, but you still go to the doctor to get diagnosed and treated. Your finances should work the same way.

Comparing prices online for products like clothes, games and furniture can make sense, but not for things like investments and life insurance policies. A financial professional can help ensure you’re comparing apples to apples, or riders to riders.

Also remember that a site may have the full picture of your finances, but not of your life. A financial professional can customize options, and review and adjust for your changing life and lifestyle.

There’s no doubt technology can help simplify your finances. But be sure to seek trusted financial advice to ensure you have the resources and protection you need now and in the future.

This is an excerpt from the Worth wise Newsletter, Summer 2015 Issue. This is very important Information to digest when you think you can be a do-it-yourself financial professional without the proper training and background. Internet research helps, but it is not the answer.

If you would like to learn how you can grow a substantial amount of cash that you have access to at any time without penalties, is unrelated to the stock market, and will generate income that is not included in your tax return, visit our website at /  or feel free to email us your questions at or call us toll-free at 1-844-443-8422.

Isis B. Palicio, LUTCF, MBA
Pedro A. Palicio, MBA, Ph.D.
Infinite Banking Concepts® Authorized Practitioners

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