If family is your “why,” are you willing to do the hard work to “stack the odds in your favor” to spend as much quality time with your family as possible. I often tell people if there is one place where you are going to splurge, it should be on your own health and...
There are fundamental “protections” that should occur within our financial plan before we ever start thinking about long-term savings and investments. For example, if you do not have health insurance and heaven forbid you get cancer, your great investment portfolio...
I would define my core values as: Faith/Family Health Experiences My core values are funded by saving. My core values are my “why” I save. What happens if something tragic goes wrong? I protect my ability to fund my plan with insurance. Disability insurance if I am...
There are a million permutations of life insurance policies. I wanted to highlight 3 that busy executives tend to utilize or ask about. Term Insurance A wonderful way to provide death benefit protection for a lower cost. All of your premium payments are going towards...
What is your largest asset? 401k? House? For most, your greatest asset during your working years is your ability to earn an income. Yet, many go without protecting their income should they become disabled. I want to share with you an example of two people both...
