Category: Level 2

March 6, 2019 Category: Level 2

PODCAST: Have You Heard of the 770 Account?

We have all heard of the 401(k) retirement account. Many others are familiar with the 529 college savings plan. But have you ever heard of the 770 account for creating tax-free income in retirement? Today, we discuss this little known provision in the IRS tax code with returning guest and long-time financial advisor, Mike Mitchell.

June 11, 2015 Category: Level 2

Term vs Cash Value Life Insurance: Which Should I Buy?

Learn the difference between these two types of life insurance policies and discover which one may be right for you.

January 18, 2014 Category: Level 2

Financial Freedom Bootcamp 2014 : Part 2

Part Two is all about “protection.” Asset, income, and life protection. Before we construct our financial castle, we first need to build our ‘moat.’

April 25, 2013 Category: Level 2

Will vs Living Trust: Which One is Right for Me?

Will vs living trust? It all depends on what you are trying to accomplish.

April 13, 2013 Category: Level 2

Advance Directive vs Living Will: Which One Do I Need?

This is the one legal document everyone over 18 should have.

April 6, 2013 Category: Level 2

4 Reasons Setting Up a Will Should Be a Priority

Many adults do not understand why setting up a will should be a priority for them. I will help clear up this confusion with 4 reasons to get a will now.

September 8, 2012 Category: Level 2

Using Medicare and Medicaid For Your Long Term Care Needs

If you were to go to the Nursing Home, do you believe that Medicare will pay for your long term care needs?

September 1, 2012 Category: Level 2

The Case for Long Term Care Insurance

Have you ever known any one that has become impoverished as a result of going to the Nursing Home?

August 18, 2012 Category: Level 2

Protecting Your Greatest Asset

What is your greatest asset? If asked, most people would say their home, their 401(k), or their IRA. But your greatest asset is your income producing ability.

July 7, 2012 Category: Level 2

The U.S. President Who Died Without a Will

Did you know that one of our U.S. Presidents did not have a will when he passed away?

October 6, 2011 Category: Level 2

25 Financial Documents That Will Protect You and Your Family

With the recent passing of Apple’s Steve Jobs at the young age of 56, we are all reminded that life is fragile and can end much earlier than perhaps we planned. One of the most selfless things that we can do is to confront our mortality now, while we are healthy, and make the hard decisions about how you want our estate handled when we pass.

June 17, 2011 Category: Level 2

Friday Reader Q&A: Can I Get Back the Premiums I Pay for Life Insurance?

It’s Friday. And that means that its time for FTMDaily’s Reader Q&A. Each Friday, we reserve our daily column for our readers and their questions. Whether you have a question about your money, our Five Levels of Financial Freedom, the global economy, commodities, or retirement savings, we invite your questions.

May 13, 2011 Category: Level 2

Attention: FTM Quarterly Newsletter Subscribers

This is a protected post. Learn more about becoming an FTM Insider.

April 27, 2011 Category: Level 2

Living Paycheck to Paycheck? Here’s One Powerful Way to Break the Cycle

Jerry Robinson will be traveling to speak on the economic crisis until early next week. He will return to with daily column on Tuesday, May 3. In Jerry’s absence, FTMDaily.com friend, Marcus Curtis, will fill in with his personal financial insights. Marcus has been using our Five Levels of Financial Freedom for the last two years.

March 5, 2011 Category: Level 2

The Basics of Cash Value Life Insurance

What exactly is cash value life insurance? What are the benefits of using cash value life insurance as a savings vehicle?