Your House with Equity is Another Qualified Plan
Everyone knows a 401k or a Registered Retirement Savings Plan is a qualified plan, but a home with equity, even if it is paid off, […]
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News & Events
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
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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,
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