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With the cost of education continuing to rise—and student loan debt now exceeding a staggering $1.7 trillion—many parents are understandably concerned about how to fund their own or their children’s educational futures. For years, 529 plans have been promoted as the go-to solution for education savings. While they offer some tax advantages, these plans come …
Continue reading “529 Plans and What Happens When Funds are Not Used”
Read More...An Introduction to the Infinite Banking Life Insurance Concept by Ben McFie The Infinite Banking Concept (IBC) or infinite banking life insurance is outlined in the book Becoming Your Own Banker by R. Nelson Nash. My introduction to infinite banking life insurance was on a family vacation to San Diego, California in 2005. I was …
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Read More...How McFie Insurance and The Perpetual Wealth Code™ Is Different Than: Bank On Yourself, Wealth Beyond Wall Street, Infinite Banking, Income For Life, Circle Of Wealth, LEAP Systems, Missed Fortune, Family Banking, Privatized Banking, and Freedom FastTrack The game of croquet is a blast. I remember when I first met Michele we got together at …
Continue reading “Croquet, Economic Value Added And Free Cash Flow:”
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Everyone remembers the Beatles belting out about Jojo leaving his home in Tucson, Arizona. Ludicrously financial advisors seem to get their kicks telling clients where to “get back to” as well. At a Christmas party last weekend we bumped into a financial advisor/CPA who was boastfully bleating about how he told his clients to hold …
Continue reading ““Get Back to Where You Once Belonged””
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Ever feel that the world keeps getting faster and faster? Ever notice that your day is packed full but you seem to complete less? Ever wonder that the more you undertake the fewer results you actually achieve? Recently a message was posted online that was spot-on. “Where will we go today so we can stare …
Continue reading ““The Mad Rush To Nowhere””
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CSO Tables…you won’t find these tables in any furniture store. CSO (Commissioners Standard Ordinary Mortality) Tables are produced by the Society of Actuaries and the American Academy of Actuaries, who work together to glean the data that provides insurance companies the necessary information to determine what reserves they need to keep in order to pay …
Continue reading “CSO Tables…And What They Mean For You”
Read More...Being in control is key to becoming successful. And being in control is different than merely thinking we are in control when others are really pulling our string. A man greatly admired by our current president and Hillary Clinton was a genius when it came to defining control. We can learn a lot from this …
Continue reading “7 Levels of Control That Determine YOUR Success”
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Remember the CEO of the Practice Management Group we spoke about last week? Although this group provides a great service as it helps doctors to be more effective in making their specialties known to potential patients and in turn this allows more patients to know about and benefit from the doctor’s care; this doesn’t automatically …
Continue reading “What Does the Dog Catcher Say?”
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We live in Henderson, NV which is located just outside of Las Vegas and is ranked #1 on the 2017 list of safest cities to raise a family, partly because of it’s routinely low crime rates. A couple weekends ago a few of us were out riding ATVs in BLM land behind our home. The …
Continue reading “Avoiding Risk”
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Imagine God calling Moses up to the top of the Mountain and imparting the minutiae of Quantum Mechanics, Nuclear Science or any other advanced scientific theory. Or, think about what would have happened if God had decided to share with Moses an exhaustive Google Map of the world to distribute among the Israelites. How valuable …
Continue reading “A “Moses” Experience”
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