I Don’t Care Where Taxes Are Going
Well, actually, I do, but I wanted to get your attention! No one wants to pay more taxes, but when facing retirement, everyone plays the guessing game – are taxes going to go up? Are taxes going down? How should I plan? And I have to say, based on...
Solving the Retirement Puzzle
Haven’t you worked hard to get where you are in your financial life? Don’t you want to retire with certainty and security, without worry? Did you know that you can insure your retirement just like you insure your home, life, health, and car against...
‘Tis The Season for a Holiday Spending Plan
It’s the holiday season, which for many people means stressing about how they will pay for all the additional expenses or, worse yet, not thinking about what they are spending and being shocked when the huge credit card bills are cluttering their mailboxes in January....
Is Now The Time?
If you have ever wondered about or considered an annuity, now might be the perfect time to act. There are many reasons to add an annuity to your portfolio. Interest rates continue to rise, which makes annuities more attractive than ever. There is also increasing...
Exciting New Service
Every week, someone asks us if we can help them with their Medicare. It became apparent that our clients needed a resource to answer their questions about Medicare and someone who could explain how it works in an easy-to-understand manner. So…we are very...
Income You Can’t Outlive
People are living longer, which means the length of their retirement is longer, too. Many people may face the fact that they will outlive their savings and be caught short. Creating a strategy that provides you with the income you can count on is becoming...
Small Fees Have Big Impact!
Hidden Costs of Investing Most people assume that if they have a 401k or IRA, they are paying little to no fees. This lack of understanding of how these plans charge fees can cost you thousands of dollars. The average fee is 1-2% a year. According to the Department of...
What Infinite Banking is NOT …
Infinite Banking is a lot of things, but there are several things that Infinite Banking definitely is NOT: A GET-RICH-QUICK SCHEME. Or a scheme of any type. Infinite banking is a disciplined approach to taking over the banking function in your life. A TRADITIONAL...
Cross Your Fingers and Hope for the Best
“Cross your fingers and hope for the best.” Unfortunately, this seems to be one of the most popular retirement strategies around – and as you can imagine – it is a disaster waiting to happen. If you want to have a plan that is predictable, guaranteed, and grows...
New Year New Opportunities
With the New Year comes new opportunities. We wanted to share with you something we are very excited about as we look forward to 2023. Anyone who has read our blogs knows - we teach and practice a proven strategy that gives you control of your financial...