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#thankful … be the reason someone is thankful

What a wonderful opportunity you have to help families and individuals every day. We are grateful you've brought us along …

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Pros & Cons: Saving for Retirement in a Qualified Plan

I think it's better to pay taxes on your retirement savings while you are working, than to pay later when …

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Having Access to Capital Might Change Your Life … Just Ask 3X Formula One Champion Niki Lauda

After success in the lower categories, Lauda bought his way into Formula One in 1971, against the wishes of his …

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Even Warren Buffet Agrees … Access to Capital is More Important than Rate of Return

A recent Yahoo Finance article stated that Warren Buffett would prefer access to capital so he can take advantage of …

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How Do You Answer the Question, “What do you do?”

One of the most important questions you will ever be asked is “What do you do?” And hopefully your answer …

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How to answer the question, Why haven't I heard this before?

Have you ever been in a meeting with a prospect or a client and after you’ve given them some great advice, …

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