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...
What Did Dave and Suze Get Wrong About Life Insurance?
If you are a fan of Dave Ramsey or Suze Orman, you’re in the right place. And if you are a hater of Dave Ramsey or Suze Orman, you are also in the right place. Seriously, everyone needs the information in this post. In fact, I wrote a book about this and launched it...
Will Original Medicare Be Enough Medical Coverage for You?
If you are approaching the age of 65, you may feel overwhelmed by the Medicare process. Or you may already be enrolled in Medicare wondering if you need more coverage. It’s not your fault. No matter where you turn be it television, social media, phone calls even text...
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...
