It Can Also Include a Sum of Money

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

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...
Agendas, Money, and You

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...