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 →
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 →
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 →
Deciding, in advance, what happens to you, your loved ones, and your assets when you are not able to decide for yourself is one of
Your Final Love Letter Read post →
