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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As I wrote this blog, the stock market posted its worst loss since 2011. Yet, the money our clients manage for themselves suffered no loss, nor did any of my money which I manage for myself! Axel Merk, chief investment officer at San Francisco base Merk Investments had this to say about the market crash; …

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Elvis Presley made his 1st and only appearance on Nashville’s Grand Ole Opry Oct 2, 1954 and was told by the manager he was “not bad but did not suit the program.” Funny how critics can’t spot talent and financial critics can’t spot genius.  To validate this point Google Jeff Bezos’ name…what you’ll find is …

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How to Build Sustainable Wealth Personal property is a key to capitalism and freedom.  Without protection of your personal property the world would become an unsafe place to live with “each man for himself”.  Without the right to protect your personal property it wouldn’t take long for us to be back in the stone age …

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The question of “becoming your own banker” is growing more and more prevalent today as people begin to realize that just owning or purchasing high cash value life insurance won’t make you significantly richer. Should you become your own banker to grow and protect your financial assets? It depends. Let’s take a closer look. On …

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The envelope looked impressively official and the bold block letters on the brightly colored paper was even more authoritative looking. We’ve all been subjected to ads designed to look legitimate and formal yet upon investigation are nothing more than a bunch of fluff attempting to encourage us to purchase something needlessly. But this paperwork looked …

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Life is funny.  You can plan and plan for certain things to happen and the probability of things happening just like you planned for is near zero.  That doesn’t mean you shouldn’t plan because without planning chaos would ensue.  But what it does mean is flexibility is important. Without flexibility life can become a disappointment …

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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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Presented in Iowa

Back several years ago, our family travels led us to discover the Vikingsholm Castle at Emerald Bay in South Lake Tahoe.  Built in 1929 with over 200 workers, the Castle was built from materials that were mostly found near and around the Lake Tahoe basin.  Much of the structure was hand hewn and honed and …

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