The Eight Forms of Capital
Nicholas Pecone Nicholas Pecone

The Eight Forms of Capital

The Eight Forms Of Capital represent the ways in which human beings can exchange and hold wealth financially and beyond.

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Compound Interest Games for Kids
Luke Tatum Luke Tatum

Compound Interest Games for Kids

Teach your kids the power of uninterrupted compounding with compound interest games! This will prepare them for powerful growth as adults.

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Why Pay Policy Loan Interest?
Luke Tatum Luke Tatum

Why Pay Policy Loan Interest?

“Why should I pay policy loan interest? It seems stupid to pay interest to use my own money!" Is this really the right way to look at it?

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The Benefits of Tax Deferral
Luke Tatum Luke Tatum

The Benefits of Tax Deferral

Marketing material from major financial firms is always quick to highlight the benefits of tax-deferral, sometimes simply called tax-deferred growth. 401(k)s, 403(b)s, traditional Individual Retirement Accounts (IRAs), and some other tax-qualified plans have this characteristic.

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5 Reasons NOT to Work with Me
Luke Tatum Luke Tatum

5 Reasons NOT to Work with Me

There are many stereotypes, which certainly have merit in some cases, when it comes to financial professionals, insurance agents, financial advisors, etc.

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