Say it with Conviction!
This one’s big, and it’s all about your mindset. People want to know what you know; they are in your office for a reason. They’ve …
This one’s big, and it’s all about your mindset. People want to know what you know; they are in your office for a reason. They’ve …
Everyone knows a 401k or a Registered Retirement Savings Plan is a qualified plan, but a home with equity, even if it is paid off, …
Your House with Equity is Another Qualified Plan Read post →
by Jeremy D. Shipp CFP®, CLU®, RICP® I saw a story over the summer that highlighted the importance of balance in nature. And when I …
Do You Have Balance in Your Financial Ecosystem? Read post →
The Personal Economic Model® offers almost unlimited conversations for you to use to communicate with your prospects and clients visually. Win, Lose, or Tie is …
When working with clients, you need to make sure they are saving enough to live in the future like they live today adjusted for inflation, …
What do you want your future lifestyle to be like? Read post →