A few months ago, my wife and I met a financial planner that went over all of our financial things. Our assets, debts, income, spending, taxes, insurance policies, will, and a lot more. His goal was then to go over it all and come up with a few specific recommendations. I expected to be sold on a few different products, probably around life and disability insurance. It did happen to some extent but one of his main suggestions was something that I did not expect.
-borrowing to buy solid investments