Fixed Indexed Annuities for a Secure Retirement
Fixed indexed annuities are insurance products that protect your hard-earned money and preserve your investment gains. These concepts are being put to the test right now. The Stock Market recently experienced the fastest decline in value since the Great Depression. It’s been quite a financial punch to the gut forContinue Reading
Cash Flow Banking for Doctors
Doctors are unique in that their profession has two inherent costs: medical school and malpractice insurance. Doctors often rely on banks for the following: Paying for continuing education Buying a medical practice Purchasing medical equipment Personal expenses like home and auto loans To help cover these costs, doctors may endContinue Reading
How We Stay Connected While Working Remotely
The COVID-19 crisis is spiking the anxiety levels of employees and employers, not just because of their retirement accounts plummeting, but because if you can’t go to work, you won’t get paid. Yes, there may be short term government fixes like reducing payroll taxes or giving us cash, but whatContinue Reading
Find Your Financial Stage: Growth, Income, or Legacy
What financial stage are you in: Growth, Income, or Legacy? Take our quiz to find out how The Perpetual Wealth Strategy™ can work for your unique financial goals. Financial Stage Quiz 1. What is your number one financial goal right now? A. Paying down debt so I can haveContinue Reading
Financial Certainty in Uncertain Times
It’s an emotional time for people all across the globe. I admit I have oscillated a bit from being motivated to nervous, frustrated and then back to motivated and excited again. During these times of uncertainty, the Paradigm Life Team and I wanted to connect and communicate with you inContinue Reading
Why Women Need Whole Life Insurance
It’s not surprising to learn that only 56% of women have life insurance, compared to 66% of men. It wasn’t too many decades ago that the majority of women were stay-at-home moms and men were the primary breadwinners. But times have changed. The reasons why women need whole life insuranceContinue Reading
Finding Opportunity in Market Volatility
If you’re an investor who awoke to the chaos surrounding market volatility this morning, the fear and uncertainty brought on by the 1,900-point Dow Jones drop due to oil prices and coronavirus effects likely resulted in an unpleasant way to start your Monday. The panic was so severe, a circuitContinue Reading
The 7 Best Investments for Your Tax Return
The average tax refund last year was $2,869, according to Bankrate. While average tax returns vary greatly from state to state, it’s not exactly a bad thing if you’re getting much less than $3k back from the IRS. In fact, your ideal tax return should amount to as close toContinue Reading
Should You Take a Standard Tax Deduction or Itemize?
So, you’re doing your own taxes. Kudos for saving money! But should you take the standard tax deduction or should you itemize? Here are general guidelines on when to take a standard deduction and why. Regardless of which option is best for you, these tips may help you keep more ofContinue Reading
How to Manage Your Investments Yourself
You don’t have to be a financial expert to manage your investments yourself. All you need is a bit of education and a clear outline of your financial goals. These are the three questions you need to ask yourself before you take on investment management: What would you do ifContinue Reading