Investment

Is Infinite Banking (IBC) the right fit for you? I’ve been using whole life insurance to preserve capital, build alternate sources of financing, and be more resilient for about a decade. In helping others do the same thing, I’ve learned to recognize when someone isn’t ready to move forward with IBC. Here are 3 common…

How does a strong team make you more resilient? I’ve been on one team or another for most of my life. The best teams know their mission and core values and consist of teammates who: • know their role • hold the rest of their teammates accountable • pick each other up when need be You know…

How does truly understanding your long-term vision bring peace? If you aren’t sure why you are doing something or if it fits in with how you envision yourself, take a pause. Think about it some more before you jump in. If we’re in the middle of the application process for a life insurance policy and a…

Why do I focus on the boring stuff first? A strong foundation allows you to pivot, adjust & thrive in uncertain circumstances. It makes you more resilient. The same holds true for your finances. In fact, by adhering to this principle in finance, you will also be more resilient in life. What do I mean by starting with a…

You just received a substantial inheritance—what do you do with it? Some of you might know exactly what you would do. Others might not be so sure. The answer is… It depends. It depends on your overall financial strategy and core principles around life and finance. Only by knowing those will you be confident in…

Do you have the courage to pivot when you discover new information? Are you humble enough to ask if there’s a better way? I’ve never been the type to think my way is the only way. I’m not the strongest, the smartest, the most athletic, etc. There’s plenty out there that I don’t know much about. This is…

Don’t buy another financial product or invest another dime of your hard-earned money…unless it fits into your overall financial strategy. A financial strategy is put in place in order to accomplish your goals over a longer period of time when conditions are uncertain. However, a great financial strategy takes into consideration many different variables and…

As with most financial questions, the answer to this one is, it depends. Each military retiree’s situation is different. SBP can be especially beneficial for those who find themselves otherwise uninsurable. For those who are in good health, a life insurance alternative may be the answer. It is important to review your post-military retirement goals and…

The greatest discovery of any generation is that a human can alter his life by altering his attitude.” We tend to believe that certain conditions must be met in order for us to be truly happy: We’ll be happier when we have more money, when we move into our next home, when we find a new mate,…

~ Spike Milligan Are people who make more money happier? What about people who save more? Can people be happy with very little? And how do your spending habits impact our satisfaction? In this article, we’ll explore the relationship between wealth, income, and happiness. As you’ll see, there are many insights we can glean from…

There seems to be no shortage of financial advice, but that has not led to economic success for most. Too many Americans are having trouble saving for their own needs and wants while struggling to pay down debt and keep up with the rising costs of healthcare and college educations. Many are saving in their…

“When people point out that I am successful in business AND a woman and a mother, I have to wonder why that should come as a surprise or be a fact worth noting.” What challenges do women face when it comes to money? What must they do to overcome these challenges? And where are the…