November 9, 2023

Life insurance is a financial safeguard, ensuring monetary stability for your family in the event of ...

November 1, 2023

Budgeting and Beyond After years of hard work, retirement is your ultimate goal, but getting there ...

August 22, 2023

Life insurance can be an excellent option for seniors looking to provide their loved ones financial ...

June 21, 2023

Several years ago, I traveled to Las Vegas to attend a training seminar for my business. ...

May 21, 2023

Physicians are taking the brunt of lowered medical costs reimbursements. Increasingly, medical providers are deciding not ...

April 8, 2023

Some asset protection might be included with an annuity. With current bankruptcy laws making it more ...

April 7, 2023

Reducing estate tax liability is getting more complicated. A very significant thing has recently happened regarding ...

April 3, 2023

It happens all the time.  After one of my teaching events, I get people who want ...

March 26, 2023

A dangerous phenomenon is happening within the financial services industry. For years marketing gurus taught the ...

February 12, 2023

Today, August 29th, 2017, day 4 of Hurricane Harvey, I am sitting at my computer In ...

January 17, 2023

I hear this question with every prospective client I meet.   Why?  Because they expect to pay ...

December 6, 2022

I get this question from prospective clients, do you use annuities in your retirement planning? ...

November 9, 2022

Open Enrollment (AEP) is around the corner, and for 44 million enrolled beneficiaries (1), this becomes ...

October 15, 2022

Americans have a short memory, especially when the market is on fire like it has been ...

September 29, 2022

After experiencing my first hurricane (and coming out unscathed - thank you, God), I realized how ...

September 25, 2022

In the spring of 1983, a 61-year-old Australian sheep farmer named Cliff Young entered his first-ever ...

September 22, 2022

Don't let fees and expenses erode your retirement account. Last week I met with a couple ...

September 2, 2022

Sustainable income, precisely what is it? How could income be sustainable?  What happens when interest rates ...

August 19, 2022

1 in 3 Can Barely Afford Medical Care My favorite market is people who are generally ...

August 15, 2022

Asset Protection or Asset Speculation, which should you choose? A broad definition of "safe money" is ...