article thumbnail

5 Long-Term Financial Goals and How to Achieve Them

Success

Buy a house or investment property Expected time: 5-10 years Account types: High-yield savings, brokerage accounts, CDs Whether you’re dreaming of first-time homeownership, a vacation home or investment properties, real estate purchases are one of the most popular long-term financial goals.

article thumbnail

Serving Is the New Selling, and Other Tips for Having Your Best Sales Year Ever

Success

Frank and Theresa AuCoin are serial entrepreneurs who own a franchise sign business, real estate and are among the largest producers in LegalShield through their Performance Family Network. Michael is in the insurance business, and it dawned on me that he was probably going to shake me down to buy life insurance from him.

Sales 126
Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

Dale Underwriting Partners Offices – London

Office Snapshots

Dale Underwriting Partners (‘Dale’) are an independent underwriting business operating through Lloyd’s Syndicate 1729, offering insurance and reinsurance solutions worldwide. The business moves to the sixth floor of 70 St Mary’s Axe in the City of London’s Square Mile.

article thumbnail

Everything You Need to Know About Emergency Funds

Success

If you have dependents, heavy debt or access to other funds, like a partner’s salary or unemployment insurance, the amount you need to save will vary. Consider the minimum amount you spend each month on non-negotiable expenses like: Housing Food Utilities Insurance (health, car, etc.) How much should an emergency fund be?

Banking 119
article thumbnail

Our Guide to Health Insurance for the Self-Employed

Success

A 2021 Gallup poll found that 1 in 6 Americans stay in jobs they don’t find fulfilling just to keep their health insurance. I’m here to tell you that if you are wanting to take the plunge into entrepreneurship, the health insurance options for those of us who are self-employed are not as bad as you might think.

article thumbnail

Rent vs. Buy: What’s the Right Decision for You?

Success

Among millennials, 86% in a recent survey said it was a good investment and 44% said investing in real estate was better than investing in stocks.”. You may choose to rent to save more money for a future purchase or to invest in something other than real estate. Buying a home isn’t a one-way bet,” he says.

article thumbnail

Demand for sustainable buildings and tight regulations drive business case for investment

Workplace Insight

The current economic environment is creating challenges for investors and occupiers to make the case for investing in retrofitting and futureproofing their real estate. The damage caused by increasingly frequent and intense weather events is a mounting concern for real estate.