TIME TESTED MONEY PRINCIPLES FOR A RETIREMENT YOU CAN BANK ON

The 5 Money Myths

 

“The 5 Money Myths” program teaches  clients unique wealth building strategies only known by few.  These strategies are based on time tested financial principles used by the wealthy, including former U.S. presidents and industry icons.

It is one of the top, proven programs for protecting your retirement.  These strategies ensure that our clients’ financial safety, liquidity and potential are secured.

MYTH #1: YOU WILL GET AROUND TO SAVING LATER

THE TRUTH: Parkingson’s Law rules, so we have to play the money game backwards by paying ourselves first and spending with a purpose.  This means you must start saving, in the correct savings vehicle, as soon as you can!

 

MYTH #2: WE SHOULD WEATHER THE UPS AND DOWNS OF THE Market.

THE TRUTH: We need to understand the impact of loss to our investment accounts, we need to understand the Money Value of Time™ and we need to follow Warren Buffet’s number one rule of investing – “Never lose money”.

 

MYTH #3: WE SHOULD PAY FOR EVERYTHING WITH CASH.

THE TRUTH: Banks and large corporations have had this figured out for years.  We need to learn how to bank on ourselves and win the interest game by earning rather than losing interest on all of our large purchases.  For the majority of us the opportunity cost of not doing so is in the $100,000’s over our lifetimes.

 

MYTH #4: DEFER TAXES EVERY CHANCE YOU GET.

THE TRUTH: Sometimes it makes more sense to pay taxes now.  We don’t know where taxes are going to be in the future, and we need at least one tax-free savings plan to mitigate this uncertainty.

MYTH #5: ONLY THE WEALTHY CAN ACHIEVE ALL OF THIS.

THE TRUTH: These tools are available for all of us to use.  There are indexing options that will give you great returns and protect you from losses, allow you to bank on yourself and be part of the 7% of people who will have a financially independent life.

WE CAN HELP

The big question now is, “Do you want to be one of 7% who retire financially successfully?” If so, are you willing to do something different than the 93% to get a result you can count on?  If the answer is “YES” then you need to set up a complimentary consultation with us to establish your plan to conquer The 5 Money Myths in your own life.

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. It may not be used for the purpose of avoiding paying any local, state, or federal taxes. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Advisory services offered through Foundations Investment Advisors, an SEC Registered Investment Adviser.

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This is an {unpaid solicited} client testimonial. The client has had a financial relationship with Foundation Investment Advisors for over 2 years and is providing his/her personal opinion. A client testimonial does not guarantee future investment success and should not be that any client or prospective client will experience a higher level of investment performance. This may present a conflict of interest as this particular client’s experience may or may not be the same as another client’s experience. This conflict is mitigated by our financial advisor’s fiduciary duty to tailor each client’s investment objectives to each
individual client’s own financial situation. Foundations Investment Advisors, LLC is an SEC registered investment adviser. Past performance is not indicative of future results. No investment advice is being sought.