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NASHTY_DIMES

Asked: June 30, 2024In: Insurance, Money Metrics 360

Is my finance advisor just an insurance agent? What should I do?

InsuranceAgent #FinancialAdvisor #VULInsurance Understanding the Role of an Insurance Agent vs. Financial Advisor So, your sister recommended an advisor to you, but you’re starting to think he’s just an insurance agent. It’s important to understand ...

iwannabafree4610

Asked: November 21, 2023In: Money Metrics 360

Should I borrow at 7.5% when I could take money out of the market?

#FinancialAdvice #HELOC #BorrowingMoney Hey there! So, it sounds like you’re in the process of buying a new house before selling your current one, and your advisor is suggesting using a Home ...

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Is my finance advisor just an insurance agent? What should I do?

Should I borrow at 7.5% when I could take money out of the market?