In the world of retirement planning, inflation can be a deal breaker. Inflation is easily the number one most overlooked factor I see when talking about retirement planning with potential clients. In this calculation, I am going to show you
Case Study – The Johnson Family
What is one way a Life Insurance policy can provide flexibility to meet any challenge? Let’s take a look at this sample case study and see! The Clients: John Johnson, age 55 and Jill Johnson, age 54 Current Financial Need:
A Historical Lesson on Taxes
There is nothing certain in life except death and taxes. Did you know in 1913 the government decided to create a tax to pay for World War I? It was introduced as a temporary thing! Think your in a high
The Cost of a Credit Card
Are credit cards evil? No, they aren’t. They are actually a safe and convenient way to pay for goods and even get rewards like miles or cash back. The danger of credit cards is they can become TOO convenient and