What can we learn about financial planning from the most effective tank of World War 2? It may seem silly, but a good financial plan has a lot in common with the M4 Sherman.
Prior to founding Vanir Wealth Strategies, Eric served as a financial advisor at Raymond James & Associates building and refining the process and practices at the core of Vanir’s vision and strategic approach.
In addition to serving his clients at Vanir Wealth Strategies, Eric currently serves as a Major in the U.S. Army Reserve and is a trustee on the Palm Beach Gardens Firefighters Pension Board.
Eric lives in Palm Beach Gardens, FL with his wonderful wife Jinny, their daughter Evelyn, and their goofy Yellow Lab Dooly. He enjoys spending time with his family, motorsports, reading history, and donating his energy to Veteran causes.
It may seem like financial advisors and financial planners hate permanent life insurance. Is that really the case or is there more to the story?
Should you only buy an S&P 500 index fund and call it a day? It might seem like it, given that the index comprises roughly the 500 largest US companies by market capitalization. However, simply owning an S&P 500 index fund may open you up to risks you’re unaware of or overlooking.
Back during my Army days, I attended the Field Artillery Captains Career Course for 6 months in lovely Fort Sill, Oklahoma. On the third day of the...