Passive Income Strategy

Passive income strategies are not always the easiest to come by. When hearing the term “passive income” it’s likely for many to think real estate or stock marketing investing. However, as most of us probably know, there is much more that goes into generating a durable passive income stream thanContinue Reading

Cash Flow Wealth Summit

Here are some of the hard facts: Women are more confident at meeting short-term financial goals. (prudential.com) 52% of women expect to work past retirement age (Statisticbrain.com) 50% of women anticipate a lower standard of living in retirement (Paradigmlife.net) 3 out of 5 women over 65 cannot afford to coverContinue Reading

Whole Life Insurance and A La Carte Options

Every whole life insurance policy has an a la carte menu of different add-ons you can put onto the life insurance product.  These “add-ons” are known as Riders. When creating a cash-rich policy, the Paid up Additions rider is a necessary component.  What are paid up additions? How does oneContinue Reading

Why a Banking Policy Trumps a 401(k)

“If I were to start over from scratch today with what we know, I’d probably blow up the existing structure and start over.” –Ted Benna, Father of the 401(k) Quite a powerful realization, but because so many individuals are pushed into using the qualified plan for retirement, they don’t realizeContinue Reading

How to NOT Outlive Your Money

Congratulations! You have received a clean bill of health from your doctor, you are going to enjoy life to a ripe old age! So why aren’t you celebrating? If you are like many soon to be retirees, your lack of excitement to news of longevity could be because you mayContinue Reading