You have opened our eyes to the multitude of possibilities that exist. We are in a much better place financially today than we were when we first started working with you. Much of this improvement is due to the strategies that you introduced us to. Thanks!

Brent

Estate & Will Planning

Executing a Living Will or a Family Trust.WHY DO WE AVOID THIS? Because no one wants to talk about dying, so we avoid it or put it offI get it. I put it off for years also. Let’s first talk about living.The odds are way in our favor that if we are healthy today we...

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Retirement: How 87 is the new 65

Every week I remind you how important the AIS Triangle™ is and how to always think of yourself as the #1 Asset. Planning your retirement is a crucial step in this process and we hope this article from Truth Concepts can help you better understand. "The reality...

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Your life, the next 25 years.

This August I will turn 50.50 years old.   I am challenging myself to think about the next 25 years of my life and what I want it to look like.It’s super exciting. What do I want the next 25 years of my life to look like? What do you want the next 25 years to look...

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The Parallel Paths

The Parallel Paths Everyone we meet has to be on two parallel paths. The first path is the Protection Path and what I mean by that is protection from liability disability and death.And that’s about the type, the amount, and the positioning of that protection. The...

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Investing Versus Savings

Investing vs. Saving You have heard me talk about it before, investing is not saving.These two have different purposes and demand different strategies. Savings requires a very low degree of risk, whereas investing allows for some, but not too much. For many, a...

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How much are you consuming?

Last Saturday I asked this question on my Facebook profile: “What keeps you up at night when it comes to money?” Out of all of the responses, this ONE really stood out to me. "Not that there isn't enough of it but that I didn't do enough to get what was mine."The...

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Wendy’s and my money fight!

You know that feeling when you're so upset you can’t even think? What is it like for you when you fight with your spouse over money?   At times it has outright disabled me.   When was the last time you had a disagreement around money with your spouse?   Collided in...

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A Luxury, Once Enjoyed

Those who commit to maximizing savings find that their finances expand to meet and often exceed their initial desired outcomes. This “LAW” always works! Whether you have term insurance, whole life insurance, or no life insurance at all, it works. Have you ever noticed...

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Enough… What is Enough?

I’ve met way too many “savvy savers” and “incontinent investors” who have NO clue where they are going financially. Oh sure, they know a general direction… But when asked if they are saving enough, I get one of three responses. They get mad at me for asking. They get...

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