Unleashing the Power of Your Cash Value: A Smart Move for Your Small Business
Hey there, fellow business mavericks! If you're a small business owner, you know the financial dance can get pretty tricky. But here's a...
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- Jul 4
- 1 min
Happy 4th of July!
Today, as we gather with loved ones to celebrate the birth of our nation, I want to reach out to you, our valued community, and extend my...
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- May 25
- 3 min
Retirement Bliss: Enjoy a Worry-Free Future with Annuities
Are you tired of financial rollercoasters and sleepless nights, especially during uncertain times? Financial uncertainty can be a...
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- Apr 5
- 3 min
Comparing the Pros and Cons: Whole Life vs. Universal Life
WholeThere are two main types of permanent life insurance: whole life insurance and universal life insurance. Let’s look into and compare...
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- Mar 28
- 4 min
Before You Spend Your Emergency Fund: Three Questions to Ask Yourself
In the past year there has been increasing talk and expectations of a recession, whether or not we experience harsh setbacks due to this...
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- Mar 15
- 3 min
Pickleball and Retirement Planning: How A Solid Financial Game Plan Can Secure Your Future
Are you a retiree looking to stay active and enjoy the sunshine while also securing your financial future? Look no further than...
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- Mar 13
- 4 min
How Small Businesses can Hedge Against Banking Risks
Small businesses face many challenges when it comes to managing risks and protecting their assets. One way they can safeguard against...
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- Mar 1
- 3 min
Building a Thriving Airbnb Business with Tax-Smart Strategies and Permanent Life Insurance
Maggie was a successful entrepreneur who ran a thriving Airbnb rental business. She had two children, a loving husband, and three...
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- Feb 23
- 6 min
Breaking Down Barriers: How Black Americans Are Overcoming Obstacles to Achieve Financial Security
Historically, black people in America have been excluded from many financial opportunities, mostly due to the burden of racism and...
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- Feb 16
- 4 min
Maximizing Your Real Estate Investment with Life Capitalized Solutions and Permanent Life Insurance
Our Life Capitalized™ solutions based on the infinite banking system (IBS) is a unique financial strategy that involves using permanent...
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- Jan 31
- 3 min
Building Your Nest Egg: Why Pensions and 401(k)s Aren't Enough
As we approach our mid-career years, many of us begin to think about retirement and the financial resources we'll need to support...
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- Jan 17
- 3 min
How Coli Can Boost Your Company's Balance Sheet & Valuation
Maximizing Value with Corporate-Owned Life Insurance Numerous non-qualified benefit packages, such as deferred compensation plans, are...
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- Jan 16
- 3 min
Tax-Smart Savings: How Cash Value Life Insurance Can Boost Your Financial Plan
WHAT IS CASH VALUE LIFE INSURANCE? Cash value life insurance is a type of life insurance that not only provides financial protection for...
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- Jan 8
- 3 min
Your Guide To Term Life Insurance
What is Term Life Insurance? Term life insurance is a type of life insurance policy that provides coverage for a specified term, or...
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- Dec 8, 2022
- 1 min
Retirement Planning - What Are You Allowed to Contribute?
2023 IRS Retirement Plan Contribution Limits.
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- Nov 21, 2022
- 1 min
Avoid Job Hunting in your 70's
In recent years, the un-retirement rate of the US has dramatically increased (and it’s still climbing)! Over the next decade, the number...
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- Nov 16, 2022
- 1 min
Is Your Economy Ready?
Are your finances prepared for tough financial times?
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- Jun 17, 2022
- 1 min
7 ways to recession-proof your financial plan
7 ways to help recession-proof your finances Have an Emergency Fund - 6 months to a year of expenses (if possible). Live Within Your...
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- Apr 2, 2022
- 2 min
Social Security & Survivor Benefits
Planning for retirement is a complicated process, and understanding how Social Security works certainly can add to the complications....
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