Who’s Really in Control of Your Money? Most of our income and savings are held by the financial institutions. And, in most cases invested in government plans, dictated by the IRS (ie 401k, 403b, IRA, SEP, ROTH, etc).Read More →
Infinite Banking Case Study IBC Webinar – Unlock The Infinite Banking Concept in this IBC webinar that was recorded live. We interview a client who shares his story of how he has used Infinite Banking in his personal and professional life. Read More →
Brooke Shields – Life Insurance Awareness MonthRead More →
Physicians Disability Insurance – Valerie King was a Dr, but an illness ended her career. Her DI policy helped her without financial worries.Read More →
The Power of Zero lays out the problems ahead for Americans during retirement. And, what you can do to avoid paying more in taxes than necessary by getting into the 0% tax bracket. Plan for a secure retirement in the 0% tax bracket.Read More →
how to avoid these retirement income killers, and achieve financial independenceRead More →
Retirement risk can threaten retirement and reduce income. Learn how to avoid running out of money during retirement and find opportunity by being liquid.Read More →
The Federal Reserve –
The Creature from Jekyll Island book and audio.Read More →
401k Exit StrategyHow To Spend and Use Your Retirement Income Effectively It often astounds me how many people really don’t have an exit strategy for their 401k. And, I mean a money solution, an effective plan to use and spend their retirement efficiently, to reach their desired goals. So, I’d like to share with you a little known, but time tested strategy that is usually reserved for the wealthy. It’s also used by the world’s largest banks and corporations. IRA/401k Distributions (Withdrawals) A 401k withdrawal or distribution is how you take your money from the account, which has rules and restrictions. We’ll assume you areRead More →
MegaMillions $1.6 BILLION Jackpot! What’s the Best Option Cash or Annuity?Read More →