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Asset Planning Blog

Finally! Something we AGREE with!

Millennials are cash hoarders. Moreso than any other time except the great depression...read the following article that explains why and WHY Asset Planning Pros AGREES. Find it...

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Millennials totally DISTRUST financial markets.

Is it ANY wonder WHY? Their greedy parents and their “expert advisors”, bent the entire globe over and walked away without a scratch. Asset Planning Pros NEVER, EVER, invests in any financial market where the client’s funds are un-monitored, charges fees and highly...

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This, is RIDICULOUS.

While I embrace and support some of what is said here, I TOTALLY DISAGREE with driving millennials INTO. THE. STOCK. MARKET. Case in point. In THIS very article…(Excuse the spelling, but this author, a published “financial advisOr”, apparently got a “C” in high school...

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How DO Millennials Invest For Their Future?

As a father of one, I ask that too. I don’t have to ask it often as mine already has a private pension plan in place which will likely equal or perhaps, exceed, her highest annual earning year. >>Here<< is a great article I find very interesting and...

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What can I roll over to what?

FANTASTIC question! Let’s refer it to a cool chart prepared by the lovely folks at the IRS…you can access it >>HERE<<. When you've got accounts needing better protection than anything in the market, the advisors at Asset Planning Pros are awesome at...

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THIS is where you’re saving money?

Growth? Nope. Protection from litigation? Nope. Protection from taxation? Nope. Leveraged 2 - 4x for tax free legacy and use? Nah. You need a private cash plan. We have it. Oh, BTW, Asset Planning Pros NEVER charges a fee to  consult AND create Private Pension Plans...

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Thank gosh for grandpa…

I have a friend. He has a friend who lives in a really cool, quaint house on a huge lot in Huntington Beach, CA.  We were visiting the area one summer to hang out at the National surfing championships held at the pier every year. It’s huge. I mean, HUGE. The draw to...

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Millennials are Falling Behind Baby Boomer Parents

The generation Baby Boomers raised to consider themselves special, are even more special than that you imagine. According to a new analysis, the more educated Millennials are earning 20% less than their parents did at the same stage of life. Young Invincibles research...

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