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Only One in Three American Millionaires Feel “Wealthy” and Nearly Half Say Their Financial Planning Needs Improvement, According to Northwestern Mutual Planning & Progress Study

Only One in Three American Millionaires Feel “Wealthy” and Nearly Half Say Their Financial Planning Needs Improvement, According to Northwestern Mutual Planning & Progress Study

by CEA Wealth | Nov 14, 2024 | Financial Articles, Financial News

John’s Take: Sadly,  $1 million is not what it once was. What’s it like to feel like a million bucks? Millionaires indicate it’s less about believing you’re rich and more about having confidence and clarity about the future. Nearly 80% of...
Four times when insurance saved the day for wealthy clients in a bind

Four times when insurance saved the day for wealthy clients in a bind

by CEA Wealth | Nov 13, 2024 | Financial Articles, Financial News

John’s Take: Life insurance for business owners  helps lower the taxman’s take! Clockwise from top left are Eric Benchetrit of Sage Advisory Corp. , Michael Godsoe of Langhaus Financial, Trevor Shaw of Unity Insurance, and Dustin Schneider, also of Unity...

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