StackedLife, LLC
Financial Strategies for Families, Business Owners, and Investors
Three things to write about today: Markets, diversification, and leverage. I've been having plenty of discussions recently about the current run-up in the market as well as some debates about …
Continue Reading about On leverage, markets, and false “diversification” →
The prevailing thought about life insurance is that we “don’t need it” once we retire and are no longer earning an income. I’m here to show you how having a life …
Continue Reading about 6 Ways to Use a Life Insurance Death Benefit – While You’re Still Alive →
BUY VOLVOS. THEY'RE BOXY BUT THEY'RE GOOD. My job is kind of like Dudley Moore's when he made this Volvo ad in the movie "Crazy People." So many people are in very weak cash positions because of …
“Financial Planning” First thing's first: nothing in this article (or on this site) is to be construed as individual financial advice. Read my disclaimer -> I have two issues with today’s …
While more and more average Americans are finding their way to financial strategies using life insurance, these strategies are far from mainstream. One of the biggest reasons is that we are simply …
Continue Reading about 12 Things I’ve Learned From Real Clients →
In a recent article interviewing Wade Pfau, professor of retirement income and co-director of The New York Life Center for Retirement Income at The American College of Financial Services, talks about …
Continue Reading about The 4% Rule Just Became the 2% Rule →
In my normal day-to-day business, most of my professional (ok, personal too because I'm obsessed with, and love, what I do) conversations revolve around how to use life insurance to coordinate all of …
Continue Reading about How Much Life Insurance Should You Have? →
"I love it when a plan comes together" What if your financial plan was the A-Team? Who would be on it? Most people's financial plans only have half of the A-Team; "Howlin' Mad" Murdock and …
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An article from the July 2019 Lara-Murphy Report, "The Yield Curve and Recession" is available: Excerpt: Here in the pages of the Lara-Murphy Report over the years I’ve written several pieces …
Officially called the "2019 Annual Report of the Board of Trustees of the Old-Age and Survivors Insurance and Federal Disability Insurance Trust Funds" But for us regular folks, the 2019 Social …
Continue Reading about 2019 Social Security Report Released Today and, uh… wow. →
Part 2 of 2 In Part 1, “Questions to Ask BEFORE Applying for Life Insurance” we offered some guidance on: choosing life insurance companiesevaluating types of insurancepolicy time …
Continue Reading about Questions to Ask AFTER Applying for Life Insurance →
Part 1 of 2 Nobody wants "buyer's remorse" when it comes to something as important as life insurance. And yet, it's something I hear all the time; policy owners who wish they knew what they know …
Continue Reading about Questions to Ask BEFORE Applying for Life Insurance →
