Stocks & More Money

For years and years stocks have existed.  Just as long as that the Insurance industry has existed as well as Banks and Real Estate.  When you put them together, they call these the 4 Homes of Money.  A Real Estate Investor will say they make the best bang for the buck, but depend on the bank.  A banker will say that everyone needs liquidity as well as ABLE accounts for disability and more, but banks are placing income in the stock markets. The STOCK market includes the S&P 500 and is backed by Insurance.  Insurance is connected to all as the cashflow umbrella. 

Its always a 2-way street when it comes to any part of these Homes of Money. 

Let's get to what you came for, the stocks!!!!  Knowing that this is not financial advice, this is public street knowledge.  The initial goal is to fund a Trust.  Many give the impression that to fund it, one must die.  Get out of here with that.  We want to put life into this BLOG.  OPEN a brokerage account.  Several options are available and lets talk about the person starting from scratch.  Tips to know are knowing the platform (we can't discuss here but), something fitting to the age group like a Robinhood (for example) which is for the swipe and click generation. You want to know about Margin, YieldMax, Roundhill, Dividends, ETFs, and more.  Faith and patience is required.  SO many are saying the market is crashing, but when you learn ETFs, most times its an opportunity to buy more because several are receiving dividend payments weekly, monthly, and more up to annually. The before stated processes go together, even learning the candle stick chart and looking at successful politicians on autopilot.  SO much was just said, BUT open a brokerage account too.

Let's Insure your Wealth.  While the big dollar in your brokerage account is bouncing up & down like a basketball, most participating cash value policies are in the S&P 500 and other stock options protected by tax code 7702A.  Noone is touching cash from a lawsuit, freezing your cash value and taxing indexed/fixed policies. The brokerage account could fuel a policy, fuel your stocks with drips or dollar cost averaging or simply pay some bills as well as money to blow. Its about volume, patience and more. Stocks come with risks, but the insurance reduces that high blood pressure throughout the day when the basketball bounce happens with your money you put at risks.  

Understand how all of these go together. Insurance to be very clear can be used WHILE ALIVE!!!! Cash Value, Living Benefits, Banking options, Leverage and even selling to investors through Viatical Settlements and Life Settlements. Real Estate is what it is, BUT it can be leveraged with Insurance, Banking and some Investment options or vice versa. Its not about just flipping or holding on to land especially when forms of equity exist. Well what about Banks.  Let's leave that alone, but let it be known that those with low-income prohibited for financial growth should create ABLE accounts and other types of accounts for Health and more for financial holdings. 

We can talk more, but so much was listed above you have to start with that first. That means, get your affairs in order.  Create a Trust and get to work! Fund your trust and use the 4 Homes of Money to make it happen.  Wealth (Life) Insurance is the easiest option to start, Stocks, and then Real Estate and somewhere having the bank to transition money fits in there, BUT remember some brokerage accounts are actually banks.... Til next time, lets talk!!!!