October 5, 2018

Whether you have estate planning needs, business protection needs, or supplementary retirement needs, Cash Value Life Insurance offers great competitive advantages versus alternative financial assets. Here are the three advantages you will gain from having Cash Value L...

July 29, 2018

Whenever you change or quit your jobs, and if you have a 401(k) in your current position, you have the option of moving your account into an individual retirement account (IRA). Or when you are retired, it's also a time when you can make the switch-over from your 401(k...

March 23, 2018

The wealthy continue to use this financial vehicle year after year to protect and grow their money. The good news is you have it available to you as well. The greatest wealth accumulation vehicle is: life insurance. Not only life insurance, but Permanent Cash Value Lif...

February 23, 2018

As you’re nearing retirement, there are 3 risks you need to take into consideration when planning your retirement.

  1. Stock Market Volatility,

  2. Longevity, and

  3. Tax Rates.

1. Stock Market Volatility. Let’s say you were to invest $100,000 into the stock mar...

February 10, 2018

Why do stock fluctuate? The answer is that nobody actually knows for sure. Some believe that it's impossible to predict how stocks fluctuate while others believe that by drawing charts and looking at past price movements, they can determine when to buy and sell. The on...

February 9, 2018

Today, we're going to be talking about college funding and more importantly, when a family needs or wants to use a modified endowment contract (MEC) for college planning and college funding.

So, the big picture is, we have a family. The family has done what they've done...

February 5, 2018

Hello everyone, and welcome back to Money Updates. Today, I'm going to be talking about the seven steps to retirement to security. Before we start, let's start with a quick story.

There was a couple who always wanted to come to California. It wasn't the beach that they...

January 31, 2018

Have you ever been in a restaurant that has a menu that is a thick as a novel with hundreds of different things that you can choose from? I have, and every time I go to this restaurant and I sit down, and I try to choose something, and the waitress ends up coming to ta...

October 11, 2017

Many of our clients wondered how to invest their money safely and securely in time of uncertainty. Well, there are a couple of ways to go about it. 

Before we continue, let me remind of some investments that have been deemed “safe” over the years, but has proven to be...

October 11, 2017

Retirement plans can be workplace sponsored or they can be initiated and funded by individuals. Generally, there are two main categories of employer-sponsored retirement plans in operation today: defined benefit (DB) plans and defined contribution (DC) plans. Here's ho...

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