Editor Walter Updegrave’s article, entitled Recoup Your Bear Losses?, appeared in CNNMoney.com July 8, 2009. In it he stated that all we needed to do was “keep investing in stocks,” earn “a real rate of 12.8% a year until 2017,” and we’d be right back where we were before the Great Recession cleaned out nearly …

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Meet Dr. Kendall Turcios from Miami, Florida. Since the age of 8, Kendall knew he wanted to be in ministry. There wasn’t any dramatic moment when he knew this, but rather a calm conviction that he was born to help people in this way. One of Kendall’s favorite things about being a pastor is when …

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Meet Dr. Ruth Bowen from Longview, Texas! As a young adult, Dr. Ruth was employed in a chiropractic office. Enjoying the atmosphere and the natural way of providing health care, she made a decision to become a chiropractor herself. So off to college she went where she met her future husband, also studying to become …

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Volatility Buffer

It used to be said that “All Roads Lead to Rome.”  And at one time, that statement was probably true.  But that was centuries ago. Belief in such a statement today could land you in trouble. The same is true about whole life insurance.  It used to be said that whole life insurance cost more …

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Important things to know about tax qualified plans so you can be a good money manager. Recommended Resources: Winning Your Financial GAME (book) with the New Study Guide + Retirement Curveball (book)

How to best finance large ticket items like homes, real estate investments, college education and even cars to keep the most money in your pocket.  Transcript: Tom: Welcome to Wealth Talks where we talk about solutions, money and other things that create wealth in your life. We are glad to be here, aren’t we …

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Exploring elements of the Perpetual Wealth Code you can leverage to grow and protect your wealth – Volume of Interest, Velocity of Money and Free Cash Flow. Resource Video: Transcript: Tom: Welcome to Wealth Talks where we talk about solutions, money and other things that create wealth in your life. John, here we are back …

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Note: If passed into law, pending legislation could substantially change Roth IRA regulations after Dec 31, 2021 – especially relating to distributions and backdoor rollovers. The idea of an SDIRA (self-directed IRA) has become rather trendy among certain circles.  An SDIRA may sound appealing to you if you believe that there is a higher return …

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Everyone remembers the theme song of Grease, “Hopelessly Devoted To You”. That 1970’s movie starring John Travolta and Olivia Newton John was a major hit.  And another major hit of the 1970’s was the 401k and IRA to which so many are still hopelessly devoted.  That is, until Congress removes the incentive to have a …

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