The 7 sources of residual income

residual income

When looking at income in the future, shouldn’t we be looking at what is going to happen and determine if that is what we want life to look like? We need to work backward from that point until we reach today, viewing our decisions with money as the pre-cursor of tomorrow? The reason we even…

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Everyone has been asking for referrals the wrong way.

We all know that the number one way to grow your business in almost any business is by getting referrals. It not only helps grow the business quickly, but it is inexpensive. It’s been said before that a referral from a client is the highest form of compliment. If all this is true about referrals,…

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What is an In-Service Withdrawal and Why it should be Federally Mandated?

As more and more baby-boomers are approaching 60, many have most of their wealth tied up in an employer retirement program like a 401K plan. Each employer has the choice to customize their retirement plan and adjust or select several variables. One of those variables is an in-service withdrawal. So, what is an in-service withdrawal?…

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Why?

If you have ever tried to lose weight or do something that is going to be hard to do, the number one thing you can do to increase your odds of achieving your goal is to define your Why. Why do you do what you do? If you can answer that, then when times get…

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The first appointment with an advisor can be the best or the worst experience

We believe there are two main reasons why people don’t want to talk to a financial advisor. One, people are inherently distrusting when seeking financial guidance, and two, people are embarrassed that they aren’t where they want to be financially. No matter what the reason, the first appointment with an advisor is often a very daunting…

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The 3 Numbers Driving Financial Planning and Why It’s Broken!

We meet with a lot of people and over the course of the last 5 years the three numbers that seemingly drive every conversation around retiring and the greener pasture so many Americans are striving for are…drum roll please? 59.5 65 66 Why 59.5?  Because that is when American’s can access their IRA or 401K…

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