David H. Kinder, RFC®, ChFC, CLU | Insurance and Investments
Dynamic Advanced Wealth Insurance and Financial Solutions
Maximizing Your Social Security Benefits and Minimizing Taxes In Retirement

I could've sworn that I wrote about this article, but I can't find it. So it's better to just write it again than wonder where it is. Edit: here it is: https://www.dynamicadvancedwealth.com/post/life-insurance-myth-4b-i-can-get-cheaper-whole-life-with-vanishing-premiums The White Coat Investor has many articles showcasing his misunderstanding and common thoughts about whole life insurance. Many other agents try to combat with the author in the comments of those article

I am copy/pasting the link and article here, but this isn't about Suze (although it could be). This is a wake-up call. If these financial entertainers are changing their tunes... then it means something is changing and it's time for ALL of us to be aware of it! *** https://www.marketwatch.com/story/suze-orman-urges-investors-to-stay-away-from-traditional-401ks-2020-06-17 PDF link: <click here> Suze Orman: ‘You have to be crazy’ to put your money in this investment Publish

From the description box on this YouTube video from Life Happens: Being a small-business owner is rewarding. It gives you the freedom to do what you love and to control your destiny. This appealed to Mike Jaap, who took a wealth of experience and built a metal recycling business. It paid off with exponential growth and profits. His insurance professional Bill Cassidy was there to offer him advice—unique advice he hadn’t heard from his other advisors. Bill recommended that Mik

Today's blog post doesn't need much introduction. I'm just doing a copy/paste from the introductory chapter from Thomas J. Stanley's successor book to The Millionaire Next Door called The Millionaire Mind. In the introduction chapter, Dr. Stanley is setting up the book. He has ten multimillionaires in a room to discuss how one can become an economic success. Following this excerpt (with some bold emphasis in some parts), I have a short video clip at the bottom of this page.

In my last blog article, I talked about the very real problem of business owners not having a way to save for a secure retirement. But there are also a lot of business owners who ARE saving for retirement and saving very well! They *may* have a false sense of security because they see their 401(k) and/or IRA statement and see MILLIONS in it and believe "I'm going to have a great retirement! I've saved, I'll be able to sell my business, my home is paid off... I'm going to ha

The financial services industry is funny at times. Sometimes the industry's agenda is directly contrary to the best interests of those whom they claim to serve in their best interests. However, it's not their fault. They just don't know any better. The investment management guys want business owners to invest in OTHER people's businesses! How? By investing in stocks and bonds through IRS regulated retirement plans. What are stocks and bonds? They represent a percentage

Please note: I am NOT an accountant, CPA, or attorney. Please seek the advice of a qualified professional for accounting, tax, or legal advice and services. And, as always, if there's something not correct in my writing, please let me know - with cited information - and I'm happy to learn and amend this article. When purchasing life insurance for personal planning, the equation to determine the maximum amount you can apply for, is often very simple: Current Income x maximu