When clients sit down to talk about money, one of the most common disconnects is between what they think they spend and what they actually […]
How to Have More Honest Tax Conversations with Clients Using Visual Tools Read post →
If you’ve ever wondered whether it’s better to pay for major expenses with cash or through a policy loan from a properly structured cash-value life
Why Borrowing Against Your Policy Beats Paying Cash — A Side-by-Side Comparison Read post →
Imagine you’re at a networking event or a casual coffee meeting and someone asks: “So, what do you do?” If you’re in the financial world,
The Napkin Strategy: How to Talk About Financial Efficiency in 45 Seconds Read post →
One of the most common questions in retirement planning is: Should I contribute to a traditional (pre-tax) IRA or a Roth (tax-free) IRA? The answer?
Pre-Tax vs. Tax-Free: Which Is Better? Read post →
What if the way you think about money—your mortgage, your qualified plan, or even how you save—is based on something that just isn’t true? Here’s
The One Question Every Financial Professional Should Be Asking Read post →
