Katie Bargetto Katie Bargetto

Rethinking Allowance

Allowances have long been a staple in teaching kids about money management. However, the traditional approach of providing a regular sum of money may not be the most effective method for instilling good money habits in children.

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Mike and Katie Bargetto Mike and Katie Bargetto

Discover the Power of Your Family Bank

In the ever-evolving landscape of financial planning, there's a strategy that’s been utilized for centuries, but remains under the radar – overfunded Whole Life insurance, or what we fondly refer to as the Family Bank. This innovative approach offers a host of benefits that can reshape how you secure your financial future. Join us as we delve into the world of the Family Bank and its transformative advantages.

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Les McGuire Les McGuire

The Economic Value of Certainty

Les’ article challenges the way people think about their finances and financial decisions. He argues that just focusing on what people think they need isn't enough; we should also consider how to use our resources wisely; embracing core principles of basic economics. The article emphasizes that Whole Life Insurance, beyond its typical financial evaluations, offers unparalleled economic value by providing certainty and enabling a person to make bolder, more fruitful life choices.

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Mike and Katie Bargetto Mike and Katie Bargetto

Whole Life insurance overview

When it comes to accumulating wealth and reaching financial freedom, owning Whole Life policies on yourself and on loved ones in your family can increase your certainties, and make growing wealth a lot easier. 

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Mike Bargetto Mike Bargetto

Our Story

Early on in our relationship Katie and I caught the #vanlife bug …

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