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Have vacation time? Use it!
The CFP® Pro Tip of the Week: TAKING TIME OFF IS IMPORTANT! Unwind, disconnect & recharge. You have vacation time for a reason, use it! Here are some quick tips on how you can get the most out of your time off.
Impact of taxes
Impact of Taxes The biggest difference between the wealthy and the middle class is the time the wealthy spend thinking of ways to minimize their taxes. Learn how taxes can make an enormous impact on your retirement savings, and how to minimize that impact. Basics On Insurance Cash Value Growth Insurance products that build cash […]
June is Annuity Awareness Month!
June is Annuity Awareness Month! This is the perfect time to educate and advocate the benefits of annuities to your clients and network. Here’s a quick video that explains indexed annuities in 3 min. https://www.youtube.com/watch?v=FBuc3gYyFK8&t=2s
-Video- Can one financial vehicle do two things at once?
Hybrid #LongTermCare protection that pays out the benefit to your family if you don’t need it
Options to help pay those bills!
A Reliable, Tax-Free Solution To Help You Confidently Cover the Costs of Long-term Care INCOME YOU CAN COUNT ON, WHEN YOU NEED IT MOST A Reliable Insurance Plan Are you or a loved one age 65 or older in need of long-term care (LTC) insurance but can’t qualify for it? The average yearly cost for […]
How long does it take money to double in value?
April is Financial Literacy Awareness Month Let’s say you get a nice bonus at work and want to “put it work” for you. Do you know how long it would take for it to double in value? Here’s a quick video on the Rule of 72. It’ll help you determine how long and at what […]
It’s not about what you earn, it’s what you keep.
April is Financial Literacy Awareness Month. One of the most important pieces of financial information known that often goes over looked is, “its not about what you earn, it’s about what you keep”. By keep we mean what’s left over after the IRS takes it’s cut. Take a look at this quick video to learn […]