The Self-Funding Loan Disorder

Geoff Cook - CFP, CHAIP

{num} comments


Leverage is a double edge sword. It can be of great use to build and accumulate wealth, or it can implode your financial balance sheet.

The situation I'm going to discuss in this post is specific to a situation I have been faced with numerous times. The program I will be discussing often known as a "Self-Funding Loan" was prominent a few years ago wh...

Continue reading

Ask an advisor:

Your question submited.

One of our advisors will reply as soon as possible. We treat you like family and we don't spam family.

Dont Forget These Two Simple Steps When Estate Planning

The pure purpose of Estate Planning is to make an efficient transfer of wealth. Period.Efficiency of Estate Planning is measured in two parts:1) Tax: It is important to plan your estate in a way that will transfer wealth in a tax-efficient manner—s...

Read more
Infinite Newsletter

Subscribe to our email newsletter for useful tips and valuable resources!

You are subscribed.
Email already exist!