Useful Tools
–The Home Equity Acceleration Plan (HEAP™) software–firms are selling similar software for up to $3,500. For those who have come to this website, you can access HEAP™ for FREE. This plan with accompanying software can help you pay off your mortgage, 5, 10, 15+ years early (it is NOT a bi-weekly plan and it is not simply paying an extra mortgage payment every month).
The following is an example of paying off a mortgage using HEAP™. The maroon bars are a 30-year mortgage and the green bars are your mortgage when using HEAP™
Run your own HEAP numbers (it takes less than 2 minutes)
FREE Online Budgeting Tool!
It’s difficult to plan for retirement when you don’t understand your cash flow and how much you can save every month/year (for retirement, college, etc.).
No one likes to do a budget, but if you are going to create one, this budget app is the way to go. It’s super easy to use and it’s literally an online app that you can go in and out of when you have time. You can get as granular as you want or use ballpark numbers.
10-Module Financial Literacy Course
Reading 5-Pillar Asset Protection will go a long way toward educating yourself on many different financial, estate planning, legal, insurance, annuities, investments, and more.
How do you know if you really understand material? Go through an online examination to test your knowledge.
My 10-module financial literacy course has has over 275 pages of material.
You can take it online self-study or you can watch educational videos.
At the end of each section of the course is a 10-question exam so you can test your new found knowledge. The retail price of this course is $75, but if you purchased this book, you can take it for free! Simply email me at roccy@5pillarassetprotection.com and request access to the course.
*This course is NOT for advisors who if they want to be educated, can contact Roccy directly at roccy@5pillarassetprotection.com.
