Expand Your Knowledge
2019-07-23
Expand your knowledge by reading books, meeting people and experiencing life. None of us know everything. Things we don’t know, changing perspective. Read More →
Who’s Really in Control of Your Money?
2019-06-23
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
2019-06-06
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 Month
2019-05-24
Brooke Shields – Life Insurance Awareness MonthRead More →
Physicians Disability Insurance – Life Stories
2019-05-17
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
2019-04-29
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 →
Retirement Risk
2019-01-28
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 →
Asset Allocation Mix
2018-03-28
Asset Allocation MixRisk – Taxation – Accessibility Establishing an appropriate asset allocation mix might sound confusing, but it doesn’t have to be. If you live in or have visited a big city, you’ve probably run into street vendors—people who sell everything from hot dogs to umbrellas in carts—on the streets and sidewalks. Many of these entrepreneurs sell completely unrelated products, such as coffee and ice cream. At first glance, this approach seems a bit odd, but it turns out to be quite clever. When the weather is cold, it’s easier to sell hot cups of coffee. When the weather is hot, it’s easier to sellRead More →
8 Scary Truths About Your Qualified Plan 401k / IRA
2017-10-24
8 Scary Truths About Your Qualified Plan 401k/IRA Retirement Account 8 Scary Truths About Your Qualified Plan 401k that your employer’s not telling you. What you need to know about your 401k and IRA What you need to know about your 401k before you contribute another dime. If you are pondering the thought of contributing more than your match to your 401k or whether or not to make an end of year contribution to your IRA, THINK AGAIN! Before you put another dime into your 401k, 403b, TSP, SEP or other IRA you need to know what the government and your employer aren’t telling you.Read More →
May is Disability Insurance Awareness Month
2017-05-03
May is Disability Insurance Awareness Month every year. Disability insurance is the most overlooked of all of the major types of insurance.Read More →