Traditional financial planning centers on taking various levels of risk but not everyone needs to take on a ton of risk to become financially successful. In fact, a lot of people don’t even want to take risk.
In every household and business the main key to finances is cash flow.
Are you a business owner who is insuring your PCs for more than your VPs? You see, there are three main reasons why you would want to insure your key employees.
Have you recently received an inheritance or anticipate receiving one soon? For the past 37 years working in financial services, I’ve seen many people receive inheritances and they generally fall into one of two categories. First, they’re either a spender, or second, a saver.
Let’s get started with the five things you could do today to move you ahead financially down the line, whether you’re just getting started or maybe your income isn’t as high as you’d like it to be, these things can make a huge impact on your financial future regardless to set yourself up for financial success!
Have you ever wondered how banks make money? Well, stick around to the end of this blog post because we’re going to go over the velocity of banking and why it’s vital to control the finance function in your life.
Do you have an IBC policy or are you thinking about getting one? If that sounds like you stick around to the end of this blog post because today we’re going to go over the four essential rules that need to be followed for any IBC policy to be put to work for you.
In this blog, we’ll talk about how you’re using your money, how banks use it to make more (for
themselves), and how you can replicate their model of money flow to make sure you’re generating
wealth for as long as you live. We’ll talk about the infinite banking concept, how it works, and how
you can apply it in your own, everyday transactions and money strategies.
For many people, the term 401k is synonymous with retirement preparation, and sometimes represents the full extent of
their preparedness. Such accounts are often included as part of a benefits package provided by employers, and chances
are if you have one, most of your retirement savings are being deposited into this account.
We would like to outline what it means for us to be a financial
advisor for our clients, and it’s not dissimilar to the relationship a golfer has with their caddie.