by Isis Palicio | Sep 10, 2019 | Blog
Financial self-reliance: the ability of a person, place or institution to endure successfully without additional financial support from government or other agencies. From earthquakes in California, tsunamis in Indonesia, hurricanes in the Caribbean, and drought in...
by Isis Palicio | Aug 9, 2018 | Blog
“I will never be an old man. To me, old age is always 15 years older than I am.” —Francis Bacon, English philosopher, statesman, and author The biggest fear that people over the age of 60 have is running out of money in retirement. And for many Americans, this is a...
by Isis Palicio | Jun 14, 2018 | Blog
As a proud owner of an Infinite Banking policy, you see the cash value in your policy always increasing, and that’s terrific. Once you have accumulated cash value equal to six to twelve months of your monthly expenses, the excess cash should be leveraged by investing...
by Isis Palicio | May 8, 2018 | Blog
Have you taken a “30,000-foot view” of your finances lately? Is it positioned for the growth, strength, stability and cash flow you desire? To help you answer that, let’s examine asset allocation and diversification. First of all, let’s define a couple of key terms....
by Isis Palicio | Feb 26, 2018 | Blog
“Your life does not get better by chance, it gets better by change.” – Jim Rohn Investors have short-term memories and are reluctant to change, which is why so many cling to the stock market, even when it’s on a downward trend, or overdue for a correction. If you...
