Life Insurance

Retirement Funding

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Start With the End in Mind 2.0

Start With the End in Mind 2.0

The end of this life is death.  At death, the most efficient assets to own (asset location: tax free) currently are life insurance and Roth accounts. Currently, both Roth accounts and life insurance pass state and federally tax free to your named beneficiaries. At...

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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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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.” Some locations are not efficient (401k, Traditional IRA, or Annuities) because taxes or penalties may apply. Popular locations...

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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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Why Are You Contributing to A Retirement Plan?

Why Are You Contributing to A Retirement Plan?

Are you contributing simply for the immediate sugar rush of a tax break? Are you contributing because you want to make an investment in providing future income? Of course, it very well could be both. I warn you: do not simply contribute to a retirement plan today for...

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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. 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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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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