Tackling 3 Often Neglected Areas of Your Business: Buy-Sell, Employee Rewards & Retirement
Reflecting on my busy week as a business owner, I realized something important: I forgot to post any videos. 😅 But instead of dwelling on this oversight, I saw
Term vs. Permanent Life Insurance: What You Need to Know
As a Wealth Strategist, my focus is on tailored planning to help clients achieve their financial goals 🎯. Financial products, like life insurance, play a critical role in this
Charitable Giving with Benefits: The Power of CRTs
Just had an inspiring visit to Canine Companions last week and wanted to share a valuable strategy for your charitable planning. As a Wealth Strategist, I often assist clients
Avoid the 401K and IRA Tax Trap with Cash Value Life Insurance
We're tackling a crucial financial topic: future taxation of 401K and IRA retirement accounts. Fear not, we'll reveal how cash-value life insurance can be a solution, and emphasize the
3 Buckets of Tax Diversification: Taxed Now, Taxed Later, and Taxed Never
Unveiling the best-kept secret used by the wealthy, banks, and Fortune 500 companies – Cash Value Life Insurance! Unlock incredible tax benefits and diversify your taxes effectively with this
The Power of Teamwork in Wealth Strategy
Effective teamwork requires communication, trust, and a shared vision - qualities that we should all strive for in our professional lives Coming to you from Austin, Texas, where
Long-Term Care Planning: Protecting Your Future and Family
Long-Term Care Planning is crucial for everyone, particularly as we age. Studies show that 70% of people over the age of 65 will require some form of long-term care