Category Archives: Retirement Funding

Some things are inevitable. The consequences are not.

Some of the most successful people I have met have “plans”. They have plans for their business. They have plans for their family (i.e. education, life experiences, sports, etc.) and for their, and their families, financial futures so that no matter what happens in life they know that a particular problem has been solved. This Read More

Success and family, while very rewarding, brings challenging financial problems. Would you like to solve them now or leave a financial train wreck?

You have worked hard and have been financially successful by any definition. You have family and either have, or are likely to have, grandchildren. Life is good! The time is now to start thinking about you and your family’s future as there will come a time when significant problems will appear. What problems you ask? Read More

Life insurance is the world’s most misunderstood product

If life insurance was called anything other than “life insurance,” business owners and families would line up to buy it. They wouldn’t need me. However, the mere mention of these two words together causes an automatic shutdown with most people – that is, until they truly understand it. Then, their responses range from “this is Read More