Author Archive

Save, Accumulate, Repeat

April 05, 2012  |   Uncategorized   |     |   Comments Off on Save, Accumulate, Repeat

1. Save 2. Accumulate 3. Repeat Sound familiar? It’s traditional financial planning. A system that begins with saving, accumulates as much money as fast as possible, repeat. For most people this system is satisfying, comforting and has sufficient merit or value. There is another type wealth building, a system that “begins with the end in mind” approach. This is the basis for smart, effective, and efficient planning. Think of it like this, an engineer can’t start to design a building ...

The Pillars of Financial Stability and Wealth Building: Permanent Life Insurance and Invested Assets

August 31, 2011  |   Uncategorized   |     |   Comments Off on The Pillars of Financial Stability and Wealth Building: Permanent Life Insurance and Invested Assets

It is pivotal to most people to have integrated a solid relationship between retirement assets and permanent life insurance assets in both preretirement and retirement. These two pillars working together are unbeatable in maximizing the use of your money today and well into your retirement. What do we all want out of our retirement? The Answer: The ability to take the highest ...