$1 Million just doesn't go as far as it used to!
Wednesday, August 23
I just saw this article from Bloomberg today...https://www.bloomberg.com/news/articles/2017-08-21/how-far-does-1-million-savings-go-in-retirement-state-by-stateIt doesn't have to be that way.The common "Rule of Thumb" used to be the "4%-Rule". You can take out about 4% of your savings each year a...
Does paying off a mortgage early buy security?
Friday, March 31
If you look back through my articles, you’ll notice a frequent topic is paying off a mortgage early. I talk to people everyday that are at various stages of their life. Some are young and fairly new homeowners. Others are in or nearing retirement. Whether young or old, everyone seems to take some...
Give Your Estate Value a Boost With This Simple Strategy
Thursday, February 09
You can't take it with you!When you've saved enough to live the retirement lifestyle you want, its time to think about how you can maximize the estate you leave to your children. This "Estate Booster" Strategy is a great little trick to leave behind more than you've saved.The ideal candidate for ...
This is way too good to be true!
Monday, January 16
My favorite tool for retirement planning is permanent life insurance. Many people view life insurance simply as “insurance”. That you are paying for something that will benefit the next generation. They think of the premiums as an expense.Most people don’t realize how powerful life insurance is f...
Are you killing it this year?
Thursday, November 17
Then you should probably talk to a financial professional very soon so that you don’t get killed by taxes. If you move quickly, there are still some strategic steps you can take to create tax deductions and increase your after-tax income this year. Don’t let the IRS enjoy the fruits of your labor...
How To Make Your Business More Efficient By Cutting Your Taxes
Monday, August 01
All of the successful real estate investors and business owners I talk with focus on maximizing their profitability. Profitability results from increasing revenues and keeping expenses to a minimum. The latter may offer more opportunity to improve profitability than you think.When you run a busin...