News

8
Aug

What Type of Legacy Do You Want To Leave

With Memorial Day comes parades, family barbecues, and the kickoff to the summer season.

However, it’s important that we never lose sight of the day’s significance.  Memorial Day is a day of remembering the men and women who died while serving in our country’s armed forces. Originally known as Decoration Day, it originated in the years following the Civil War and became an official federal holiday in 1971.

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8
Aug

What is Prosperity Economics Anyway

There seems to be no shortage of financial advice, but that has not led to economic success for most. Too many Americans are having trouble saving for their own needs and wants while struggling to pay down debt and keep up with the rising costs of healthcare and college educations.

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8
Aug

What does the tiny house movement mean for my personal finances

For many Americans, perhaps nothing better symbolizes prerecession excess than the McMansion.

If you live in a suburb of one of America’s major cities, you’re most likely familiar with the idea of a McMansion: a sprawling, often architecturally mishmashed home boasting several thousand square feet.

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5
Aug

What did you find in your Easter Eggs

More than the typical Easter Egg Hunt

As my kids woke up and came down the stairs with anticipation of another Easter celebration, they came across our dining room table covered with a tablecloth.  Underneath were the expectations of all of their favorites such as chocolates and candies.

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5
Aug

Wealth Matters Podcast

Formal education will make you a living; self-education will make you a fortune. Jim Rohn

The importance of education to one’s success is undeniable. Yes, we’re born with unique strengths that we need to embrace and nurture. However, there are important skills that a growth minded individual can learn if he or she so chooses to help them reach their full potential.

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5
Aug

Untitled Strategies for Retirement Income

I lived my entire life with the fear of heights, and it’s caused me to miss out on some spectular experiences (just ask my wife).  I’ve seen stats that indicate that upwards of 25% of Americans also share this phobia.  Although I haven’t been able to completely overcome the fear, I have been able to find strategies to manage it better.

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4
Aug

Time to Think

Although we have been forced to restrict our contact with others, it’s given us some additional time to think, which is often not a luxury we have in our busy lives.

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4
Aug

Time is money

As we move closer to the official start of the Autumn season, doesn’t it feel that each summer moves faster than the prior one?

Well, in the last week I was reminded on how precious time is and how important it is to not waste it. It’s a resource that is scarce, and we never know when it will run out.

Check out this video in which I share my thoughts on this topic and how it directly relates to your financial life.

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4
Aug

Time for Reflection and Growth – Perennial Pride Intro

Life can be so unpredictable and take us down paths we never imagined.

It’s times like these that require us to reflect on what’s important, seek out new opportunities, and take the necessary action.

What will you focus on for 2022 and beyond and how will that help you become the person you always wanted?

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3
Aug

Tier 1 Assets

Do high investment returns require high risk?

“Risk comes from not knowing what you’re doing.” Warren Buffett

In our last email, we shared the importance of building your financial foundation through the use of the best Tier 1 asset in uniquely designed whole life insurance contracts. You not only save money in a tax advantaged asset while protecting your family and assets for life, but you also have access to your money to use for anything during your lifetime.

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