Do You Have Balance in Your Financial Ecosystem?
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 →
Whose retirement are you planning: yours or the government’s?
Discover how tax-deferred investments truly impact your financial planning — ask yourself, whose retirement are you planning: yours or the government’s? Watch Starr Barnum, executive
Whose retirement are you planning: yours or the government’s? Read post →
Win Lose or Tie
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
What do you want your future lifestyle to be like?
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 →
The Check Story to Explain Qualified Plans
Qualified plans do two things: #1 they defer the tax and #2 the tax calculation. I’d like to give you this illustration: Let’s assume you
The Check Story to Explain Qualified Plans Read post →