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Keith Weiss CFP®

Certified Financial Planner®

Tag: finance

Rule of Thumb: The 50/20/30 Budget Rule

Budgeting has long been known as a key way to ensure your expenses don’t outweigh your income. However, despite its benefits, only about one-third of Americans and one-half of Canadians maintain a household budget.1,2 While the reasons for this vary, one could argue that a lack of financial education in our grade school years could potentially… Read More Rule of Thumb: The 50/20/30 Budget Rule

April 5, 2024April 5, 2024 Keith-WeissLeave a comment

The Rationale Behind Permanent Life Insurance

A commonly used analogy to describe the two broad forms of life insurance is: renting vs. owning. Term life insurance is like renting a home. When you stop paying for coverage, your benefits end. On the other hand, with permanent life insurance, you build up cash value (i.e., equity or ownership). This cash value is… Read More The Rationale Behind Permanent Life Insurance

April 5, 2024April 6, 2024 Keith-WeissLeave a comment

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Weiss Financial Group is a registered investment advisor. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities product, service, or investment strategy. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser, tax professional, or attorney before implementing any strategy or recommendation discussed herein. Insurance products and services are offered through individually licensed and appointed agents in all applicable jurisdictions. The advisers at Weiss Financial Group are not attorneys of a law firm but can provide guidance to the client’s other professionals.

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