Imagine never running out of money in retirement. What would that feel like? When someone thinks of saving or investing money, they usually think of the stock market; and for most people they are investing in a 401(k), IRA, stocks, or mutual funds. The traditional...
How you can get more cash in your pocket by watching the new hit movie Dr. Strange. (Or, if you’re not planning on hitting the cinemas, you can read this email and follow the easy steps below. If you are planning on seeing it in theaters…don’t worry...
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...
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...
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...
One of the cool things is it's simple to go through the whole process of doing it. It's actually enjoyable and it actually makes you look at everything in your life and put it on the table and say, "Hey, I can protect all of this.
"We have really appreciated the time that Michael and Lacy have spent to help explain to assist us in setting up policies that are in our best interest. There was no pressure to jump into anything too quickly and the reasoning provided was very sound and understandable. We truly felt that there was effort beyond Continue Reading
