News & Events

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 you are retired.*

If you read any article over the past 30 years on how to save for […]

September 6th, 2019|News & Events|

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 well-heeled family, by way of a bank loan secured against his life insurance policy, and started his […]

June 24th, 2019|News & Events|

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 “opportunities to pounce on juicy deals.” (Yahoo Finance article)

Rate of return may look good in certain markets but […]

June 5th, 2019|News & Events|

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 prompts a second question, “How do you do that?”​​​​​​

Remember a strong introduction helps capture the attention of […]

May 7th, 2019|News & Events|

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, they ask: “you know that sounds good; but why haven’t I ever heard of this before?”​​​

​​​​​​​One way to […]

April 1st, 2019|News & Events|