Articles

Whether we put it on a credit card or deplete our checking or savings accounts to purchase something, we are financing the things we buy. We are trained to hand over most of the money that passes through our hands. We spend it and give away our ability to earn interest with it. How does that work…

The basics of banking are pretty simple. We all get paid, buy things, and need a place to store and move money around while all of this is happening. We store our money in banks and they move it around even more, with the promise that we can get to it when we need it.…

It’s a rite of passage for many of us. When you were young, maybe your parents started a savings account for you. When you got your first job in your teens, you started depositing money. And wonder of wonders, you took money out to buy a better phone, clothes you didn’t hate, or gifts for…

We love this question and never hide from it. This is your money and it’s important that you understand where your money is going when you work with us. A big part of our strategy for helping clients build their wealth and dreams starts with leveraging life insurance. Here’s the thing: Insurance companies dictate how…

The single most important point to understand about cash-value life insurance and banking is that it all comes down to dividends. Understanding the power of dividends when they come from the right financial instrument can literally impact you and your family for generations to come. Banking is the way you move money through your economic…

I grew up in a house where money was thought of and utilized in pretty conventional ways; work for someone else, save where you can, don’t spend frivolously. All great advice. I feel fortunate in so many ways about my upbringing. But I grew restless with the common and conventional approach to money that worked…