1 post tagged “opinions”

So kidneys are feeling a bit better, but work still isn't an option.

The good part of the day was an appointment with my financial planner this morning. We spent a couple hours, while I sip my hot green tea, going over my portfolio, and I expressed my concerns about the mortgage market and my investments spread out.

I have never been comfortable with operating from a position of debt. I know, I know---society and 'pros' tell you that your home is the greatest assets for investments. Well, that's just not my line of thinking, and I have done very well for myself over the years with what I have had available. Jim just smiles at me when I tell him my concerns, and he pulls out the laptop.

We plug into this website called 'The Jubilee Project' and Jim asks me if I have every heard of a 'Money Merge Account'?

Nope.

Had I ever heard of a company called United First Financial?

Again, not a clue.

Well, Jim goes into this rather hyper explanation of what he has found. Now, understand that Jim and I go way back and this seems very uncharacteristic of him. He's a very dial-tone kind of guy, and he's helped me make a considerable amount of profit over the years.

We go through website section after section, taking a "tour" of what the program does from these Jubilee guys, and I insist he send me an email with all the links so I can do more investigating on my own.

If I understand this correctly, Jim may have brought a vehicle to permanently change my profit margins---without debt.

This looks to be something very worth my time to investigate.
Will post more as I find it.