The investment case for life insurance

Life insurance is constantly compared to an investment and more specifically the stock market, yet most conventional financial wisdom says that as we age you should move more of your portfolio to bonds. The comparison from life insurance to stocks is that life insurance will underperform, but shouldn’t we be comparing life insurance to the […]

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The 7 sources of 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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S Corp + HRA

Tired of paying out the nose in taxes?  These two changes to your corporate structure could save you over $2,500 in cash-flow this year. So, what are they? First, let’s talk compliance.  We are not tax advisors, we are not accountants and we are not CPA’s.  We are fellow business owners and entrepreneurs tired of […]

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The super Roth nobody is talking about

Roth sounds great right? After-tax money going in, tax-free coming out. Only one small catch maybe two. You can only add $5,000 if you are under the age of 50 and $6,500 if you are 50+ with earned income and oh yeah, you have to leave it in there until you are 59.5. There are […]

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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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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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Family conversation

Many advisors say they do Estate/Legacy planning for families, but here at Uncommon Wealth Partners we do Estate/Legacy planning a little differently. It seems like when we talk to someone about their legacy or wealth transfer to the next generation, they want to figure out the best way to leave only their money. There is […]

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Dave Ramsey

Earlier in my career, I would challenge people who loved Dave Ramsey. I thought, “He has some good stuff but some of the things he says can be misleading and just downright wrong”. About 2 years ago, I had a change of heart. I discovered that the main principle of what he teaches, which is […]

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