Table of Contents: Insights from Money Magazine’s Analysis Implications for Financial Planning and Retirement Regional Disparities in Perceived Income and Savings Behavior The Influence of Personal Financial Beliefs The 10-20-70 Principle Participating Whole Life Insurance and the Infinite Banking Concept Implementing the Perpetual Wealth Code™ McFie Insurance’s Commitment to Empowering Financial Independence Insights from Money …

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George Clason, who wrote The Richest Man in Babylon, came up with the 10-20-70 Rule. In his book, he shares a story about an egg merchant who wanted to know the secret of the gold merchant’s success. The gold merchant was happy to share his secret because the egg merchant wasn’t asking for his gold …

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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 …

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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 …

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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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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 …

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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 …

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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 …

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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 …

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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?”