by Michael Isom | Jun 10, 2021 | Thoughts on Financial Security
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...
by Michael Isom | Jun 10, 2021 | Thoughts on Financial Security
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...
by Michael Isom | May 27, 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...
by Michael Isom | May 27, 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...
by Michael Isom | Mar 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...
by Michael Isom | 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...
