What’s a LIRP and Why You Need One
A LIRP is a Life Insurance Retirement Plan. I suspect I just lost about half my readers but for those of you who are still reading, stay with me. I promise you will be glad you did! In December of 2023, it was reported that 53% of Americans have less than $10,000...
Does Your Advisor Offer a Guarantee? We Do!
What is a Guarantee? A Guarantee is a statement that provides a formal assurance or promise, especially that certain conditions shall be fulfilled relating to a product, service, or transaction. I haven’t met anyone yet who doesn’t love a Guarantee. When you spend a...
Is there Another Way to Pay for College?
There are generally 5 ways to pay for college: scholarships, grants, student loans, work-study, and self-pay. We certainly want our children to excel in both academics and sports but the truth is there are a limited number of scholarships available; all children will...
5 Reasons Your Retirement Account Will Come Up Short
Several years ago, you had a Retirement Plan prepared telling you exactly what to do to reach your retirement income goal. Your highly anticipated retirement date is near and you’re excited to see the results. In utter disbelief, you ask, “How did I come up so short?”...
