Life Insurance

How Much Should I Be Saving For Financial Independence?

How Much Should I Be Saving For Financial Independence?

You just won the lottery! Now, you have $2 million to your name, well you'll have to pay taxes, but your ship has come in! Time to tell the boss just what you think about him. You can kiss this job goodbye. Time to punch out for the last time, ever! It's off to the...

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Protect Your House

Protect Your House

Financial Planning is so much more than just investing. People often think that a Financial Advisor exists mostly to generate a rate of return. Sure rates of return are important but financial planning is much more in-depth than people realize. Protection isn't sexy...

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Why Are You Contributing to A Retirement Plan?

Why Are You Contributing to A Retirement Plan?

Your retirement plan has many benefits. Your CPA's favorite is likely the tax break you get when you invest in your traditional IRA or your 401k at work. Are you contributing simply for the immediate sugar rush of a tax break? Are you contributing because you want to...

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If You Had a Million Dollar Idea, Could You Fund It?

If You Had a Million Dollar Idea, Could You Fund It?

Where do you go when you need to access money? I think it is paramount in any great financial plan that you proactively think about “access.” But, I need cash now! This concept applies to a million-dollar business idea, as well as everyday life. When you need to...

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Pac Man:  Financial Planning Edition

Pac Man: Financial Planning Edition

Ghosts (taxes, healthcare, and your own behavior) are chasing you around the screen.  However, you can power up by collecting the fruits of tax planning, investment management, employee benefits, insurance planning, and estate planning. The winning prize is a...

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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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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? People are quick to say they would die for a loved one. The real question is will you live for them? Will you...

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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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Disability Insurance

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Life Insurance

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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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