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FAQs , Investment Strategy , Financial Planning , Financial News

Financial Planning Idea for the Day: Micro vs. Macro: Draft a Plan Before Moving Forward

Learn the importance of developing a sound financial plan, and thinking macro, before making any investment decisions.
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FAQs , Investment Strategy , Financial Planning , Financial News

Financial Planning Idea for the Day: Am I Paying High Investment Fees?

Yes, you may be. 4Thought Financial CFO Martin Levine suggests reviewing your options before moving forward to ensure you avoid paying high investment fees.
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FAQs , Investment Strategy , Financial Planning , Financial News

Financial Planning Idea for the Day: Turn Life Insurance Into an Annuity For Income

Learn how the cash value of old life insurance policies can be directed to an annuity to create an additional income stream for seniors.
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FAQs , Investment Strategy , Financial Planning , Financial News

Financial Planning Idea for the Day: The Advantages of Retainer Fee Financial Planning

Retainer fee-based financial planning puts the sole focus on objective financial advice, not on advisor commission.
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FAQs , Investment Strategy , Financial Planning , Financial News

Financial Planning Idea for the Day: What Type of Life Insurance Company Should I Choose?

In this brief video, 4Thought Financial Group CFO Martin Levine discusses the benefits of mutual life insurance companies, which are owned by policyholders and focus on long-term value.
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