Jun 10, 2021 | Thoughts on Financial Security
Permanent life insurance is a great way to fund a business succession plan, yet 40% of business owners don’t have life insurance. Permanent life insurance offers five advantages you won’t find in common funding options like loans and working capital: Guarantees a fund...Dec 31, 2020 | Thoughts on Financial Security
True or False: Looking down the barrel of a government gun isn’t the time to make well-informed decisions. When do you make decisions? When you are forced to or when you are free to? Every day you are faced with choices big and small. I’m constantly reminded of the...Dec 31, 2020 | Thoughts on Financial Security
Make sure your 2021 New Year wealth goals cover these 3 key elements. Everyone loves to succeed, but too often we build new year goals that are mere “pie in the sky” ideas without any system to actually bring them about. Make sure this year’s money plan sets you up...Dec 10, 2020 | Thoughts on Financial Security
We are in a snowstorm of an economy! Politics, Viruses, Vaccines, Freedoms, Equality… There is black Ice out there and it can be damn hard to spot! Some are frustrated that markets are not behaving the same as 2018 & 2019. Some hardly feel the difference. Some are...