Insights

Building Realistic Life Insurance Income

Building Realistic Life Insurance Income

Why do people like to save for future income using life insurance?  Primarily it is the premise of borrowing from your policy and taking tax free loans.  It everything works out according to plan, you borrow funds during your lifetime and when you pass away, your...

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Building Your Portfolio

Building Your Portfolio

There are 3 main steps in building your portfolio: 🎯 Asset Location – the specific types of accounts where you are saving 🎯 Asset Allocation – the specific asset classes (stocks, bonds, real estate, etc…) you are saving in 🎯 Asset Selection – the specific products...

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How Much Does Your Car Really Cost?

How Much Does Your Car Really Cost?

Non-mortgage debt is essentially cancerous cells in your financial plan.  You want to get rid of them as quickly as possible and have a plan that hopefully they will never return. Consider the individual that is constantly on the hamster wheel of having a car payment...

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The Complexity Curve

The Complexity Curve

Generally, people reach out to a financial planner for one of two reasons: 🎯 Their financial picture has just gotten complicated 🎯 or there is some sort of pain point that they cannot resolve Reach out and find the right financial planner before your financial life...

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Affluent American Households

Affluent American Households

If you have a great business idea, bet on yourself. Go out on a limb and take a risk. After all, that is where the fruit is at! A quote from the book The Millionaire Next Door: Twenty percent of the affluent households in America are headed by retirees. Of the...

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Average College GPA of Millionaires…

Average College GPA of Millionaires…

According to the book, “The Millionaire Mind,” the average college GPA of a millionaire was 2.9. They found no statistical correlation between economic productivity and academic performance. “Smarter” people tend to take less risk. However, the entrepreneur tends to...

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Autonomy

Autonomy

There is a wonderful feeling of being your own boss and setting the course for the direction of your business. Apparently, having that autonomy directly correlates to our own happiness. A quote from the book The Illusions of Entrepreneurship: These studies have found...

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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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