Disability Insurance

I want to see my children and grandchildren grow up!

I want to see my children and grandchildren grow up!

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...

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Protect Your House

Protect Your House

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...

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Beyond Core Values

Beyond Core Values

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...

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What Type of Life Insurance Should Executives Own?

What Type of Life Insurance Should Executives Own?

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...

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Do You Have An Income Protection Plan?

Do You Have An Income Protection Plan?

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...

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graphic 10 actions to take

10 Actions To Take 10 Years Before Retirement

In this paper we discuss 10 actions you should take to develop and deploy a successful long-term wealth plan. It will help you make decisions about your financial journey today and well into your retirement chapter.

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