Jun 10, 2021 | Thoughts on Financial Security
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...
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...
Jun 10, 2021 | Thoughts on Financial Security
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...
Jun 10, 2021 | Thoughts on Financial Security
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...
Jun 10, 2021 | Thoughts on Financial Security
NEARLY HALF OF PEOPLE OVER 55DON’T HAVE A WILL Estate planning is an important part of personal financial management and involves maximizing the benefits of wealth. Without a will, you risk leaving your loved ones unprotected…and at the mercy of laws in...
Jun 10, 2021 | Thoughts on Financial Security
It’s a little known fact. Your beneficiary designations take precedence over your will. Your life insurance, annuities and retirement plans are legally binding contracts. Please see my free guide: 5 Potential Beneficiary Designations Pitfalls, which explains it...
