Cash Flow
Six Steps to ensure you’re ready for retirement
If you’re within six months or so of retirement, there are certain things you need to do now to help prepare yourself for the transition
May 17, 2023
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Cash Flow
Longevity: The Retirement Problem No One Is Discussing
Many people saving for retirement fail to take into account how living longer will affect how much they’ll need once they stop working. What should
April 24, 2023
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What to Do When You Have Maxed out Your Retirement Plan
I hear time and time again from people who have maxed out their retirement program (ROTH IRA, 401(k), etc.) or who have plans to retire
November 13, 2017
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Six Last Minute Moves to Finish out 2017
The year is winding down and with that comes a window of opportunity to make a few last minute moves before the year passes by.
November 2, 2017
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How to Get the Most from Your Retirement Planning
When I meet with new clients to discuss their retirement goals, it’s not uncommon for them to be a little confused, or even anxious about
October 25, 2017
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An Independent Review of the Privatized Banking, Bank On Yourself or Cash Flow Banking Concept Using Whole Life Insurance
Warning: This is a long post about a use of whole life insurance commonly referred to as Privatized Banking, Cash Flow Banking, Bank On Yourself or
October 3, 2017
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Alternatives to the Stock Market
Are you seeking an alternative to the stock market? Contrary to what you may believe to be true, there are ways to save for the
August 23, 2017
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College Savings for Your Kids
If you have kids, then the thought about how to pay for college has surely crossed your mind… I know it has for me. I
August 9, 2017