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Asset Care: Hold on to your assets…
How Long-Term Care protects your legacy. Long-Term Care Part 3 of 3... As we wrap-up our series on Long-Term Care this November, I would like to thank those of you who have come forward with questions and real-life situations in which you wish Long-Term Care...
Consequences of Long-Term Care Costs
Long-Term Care Part 2 of 3... I met a woman in Indianapolis a few months ago whose father was deteriorating because of a chronic illness. The costs for his care had continued for years. She alone was providing the sole care of her father and it was time...
Trump won…what does that mean for my money?
The election is over! Yet the financial ramifications have just begun. Is Wall Street the solution? Who wants to depend on this as to their solution? I know a lot of people who are losing sleep over what will happen to their money next. And of course, I’m getting the...
Erosion of Your Money: The Impact of Long-Term Care
Long-Term Care Part 1 of 3... There is a vital discovery that should be made. Unfortunately, many don't make the discovery until it's too late. The discovery comes when you find yourself, your spouse, or a parent in a long-term care facility, and the costs of...
Consequences of a Workout Oversight…take a que from my mistakes.
Isn't life interesting? I'm constantly fascinated with the different facets of life that support the same philosophy. For over 4 years, I participated in a workout routine called Crossfit a minimum of 5 times a week. I loved it. I was in incredible shape - lean with...
We’re about to pay the price…
Imagine for a moment your entire life packaged up on a rollercoaster ride. The rollercoaster starts out slow and hey, you’re hopeful, because you’re heading up. But pretty soon, there’s a lull at the top, a sharp drop to the right, a swerve to the left and a couple of...
Dating, Money, and Certainty
I am often asked, Michael what can I do differently to be successful with my money? Last night I took my Queen out to a nice dinner for our weekly date night. This was no ordinary date night. This was 1 of 8 original date nights I will be creating for us in the next 8...
Average vs. Actual – The Hidden Secret of Returns
Have you seen those compelling financial TV commercials advertising investments from companies like Fidelity, Charles Schwab, Merrill Lynch, Ameriprise, Edward Jones, and Raymond James, etc.? They talk about the road to retirement and how easy it will be if you only...
Is Money a Receipt?
Wake up! Are you awake? We create massive action in our lives and in our clients lives around money, finance, and banking. Where are you at financially? Are you empowered by your money life? Are you a victim or hero in your life around your money? Money is a tool. A...
Life…It’s Precious
Life...It's Precious I was in a 7:30 AM meeting the other morning. It was fascinating. I was listening to a doctor talk about the heart. He said that our hearts beat over 100,000 times per day. He had met with an 80-year-old patient earlier that week who had a leaking...
It Can Also Include a Sum of Money
Family Legacy.... A set of values or traditions that you want to leave for future generations. It can also include a sum of money to assist in funding or perpetuating those values and traditions. Questions to ponder: What do I have currently in place to ensure the...
The Cost of Not Having It
Remember hearing about that friend or acquaintance, a mother or father perhaps, that passed away unexpectedly and didn't have any life insurance? How did that make you feel about what their family was going through? Not only an emotional tragedy, but now a financial...
Agendas, Money, and You
"Absolutely devouring this book. I haven't read a book with such curiosity and excitement since I read Rich Dad Poor Dad in 2002. Just Amazing Michael Isom" -Ben N. Financial institutions have an agenda. It's no surprise. 1. They want our money. 2. They want our...
Is This You?
Most people have not planned for retirement. Is this you? ----- Yet they all want to retire ----- And if they have planned? IT IS FAR LESS THAN WHAT WILL BE NEEDED TO REPLACE THEIR INCOME My Father. Yes, my own Dad. Whom I loved so very much, passed away 2.5...
What is Risk Pooling?
"Central Banks are going all in" Negative rates Substantial quantitative easing in Europe and Japan Presents long-term risks-globally "Collapse of commodities followed by a decent recovery" "Bond and Stock markets continue to set new records" Do...
A Zero Percent Tax Bracket
Do you remember the Cheshire Cat in the movie Alice in Wonderland? Alice asks the Cheshire Cat which way she ought to go. The Cheshire Cat responds, "Well that depends on where you want to get to." Alice replies back, "It really doesn't matter." The Cheshire Cat's...
The True Cost of Avoidance
The True Cost of Avoidance Here is the reality, of what I have not only experienced myself, but seen in way too many families across the nation. Powerful Business Men, Women, couples, families who have been avoiding one of the most powerful conversations they could...
What is Value and Value Creation?
Most people believe that only material things have value, things like houses and cars. Using this logic, creating wealth means attaining and then hoarding these sorts of material things. Yet no two people really value the same things equally. Because material things...
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