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Should You Defer Taxes or Keep Your Money and Never Pay Tax Again?

Deferral has been called “magic” 🎩 in the financial world. Deferral can help you accumulate more money, but will it actually provide you more money…
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Recover the Cost of Caregiving by Family Members

Did you know that nearly 3 out of every 10 people provide care for chronically ill, disabled or aged members of their family? 😨 It’s…
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Financial Freedom for your Retirement Income Strategy

Happy Independence Day! 🇺🇸 It’s a great time to consider how you exercise your Financial FREEDOM. Financial planning used to be simple. Today there are…
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Why You Don’t Want to Buy Term and Invest the Difference

A L Williams popularized the concept of “Buy Term and Invest the Difference” in the 1970’s. When market returns are looking good this concept seems…
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Life Insurance Policy Loans to pay Premiums – Should You DO This?

Catch this Special Interview with Alex. Alex contacted our office for some policy reviews after his agent told him “let policy loans pay your premiums.”…
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Stock or Mutual Insurance Company?

Most public facing insurance companies today are organized as stock-held companies. 🏢 Many mutual carriers have reorganized as mutual holding companies. What does this mean…
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Can You Really Make Money by Taking a Vacation?

PLUS tips to Save on Your Homeowner’s Insurance Some gurus say you can “make money” by taking a vacation financed by a policy loan, but…
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What Type of Life Insurance Do You Really Want?

Some advisors tell you to Buy Term Life Insurance and Invest the Difference, but there is a better way (no secret). 🤔 Some advisors tell…
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Are You Managing Risk by Hiding It Instead? Don’t let this Bite You!

Did you know, that successfully avoiding risk can be more important to your wealth than finding great returns? ⚠️ But most people (including financial planners)…
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Cut Through the Fluffy Marketing to Build Wealth Securely

You will hear all sorts of fluffy marketing terms when it comes to building wealth with life insurance. 🎧 Listen for tips on how to…
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