OYENTE

William K.

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Mixed bag

Total
4 out of 5 stars
Ejecución
5 out of 5 stars
Historia
4 out of 5 stars

Revisado: 03-23-17

I think some sections are great and others are too simplistic. Emergency fund, mortgage, and real estate sections A+, investing maybe a B, Insurance P&C I give an A, life insurance is way, way too simplistic. For those who can't get to the big cash bonanza, some amount of final expense insurance makes sense, I also believe that you over emphasis IRA's, as the net withdrawals could be subject to unknown taxes. I think sometimes a well thought out indexed annuity with the right protection can yield to a better after tax outcome.

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