Infinite Banking
Avoiding the Ever Feared Audit
Being audited can be time consuming and nerve wracking. The IRS does not have the man power to audit more than about 1% of all
Being audited can be time consuming and nerve wracking. The IRS does not have the man power to audit more than about 1% of all
As healthcare costs rise, the need for long-term care (LTC) is a reality many Americans face. Unfortunately, traditional LTC insurance often falls short, with high
With the April 15th deadline for filing your personal income taxes looming, I figured it a good time to review the tax benefits of permanent
American Dream The American Dream has been a driving force for entrepreneurs in the United States for many years. America cultivates an environment in which
The summer season brings many things to our existence – family picnics, fireworks, BBQ’s, vacations, and college. Though college is a noble aspiration and we
Understanding Life Insurance Dividends from Life Insurance Policies Life insurance dividends play a pivotal role in the benefits of life insurance policies offered by mutual
The great wealth transfer is a term used to describe the transfer of wealth from Baby Boomers and the Silent Generation to their heirs—and it’s
Remember the only two “sure things,” in life? One of them is lurking right around the corner; oh, yes, the tax man cometh, indeed. Before
The news about the threat President Obama has placed on the qualified plan(s), somewhat came as a surprise. Though retirement has always been a hot
A modified endowment policy is a life insurance product that can be useful for estate planning or retirement income with less volatility than market-based assets.
What Is a Modified Endowment Contract and why does it matter in long-term wealth planning? Understanding how a Modified Endowment Contract (MEC) works is essential
Wealth isn’t built by letting money sit. It’s built by strategically keeping money in motion—moving it through assets that create value without unnecessary risk. Traditional