Top 5 Reasons People Don’t Speak to Money Professionals Why are we so tentative when it comes to meeting with a money professional? After meeting with potential clients, I often hear, “Well that was not what I expected!” or “That was painless…actually quite enjoyable!” If we were to take a look at the top 5 … Read more
“Bubble Wrap” Your Retirement: Ensure you Have the Retirement of Your Dreams You are working hard. You are going through all of life’s stages, one step at a time. Now you are at a place in your life where you need to start thinking about retirement. I mean, you’ve done all the things you are … Read more
What you didn’t know about retirement planning—Life insurance can be used as a strategy for retirement savings
If you are an entrepreneur looking to get the most out of your hard, earned money, then this will be an important article to read now. Risk management is the core of any corporation. Entrepreneurs NEED a plan put in place. One of the mistakes I see entrepreneurs make, is that they are too busy to … Read more
Like so many self-employed, contract workers and owners of small businesses, the wish I hear about most is getting access to group insurance benefits coverage, at an affordable price.
When I speak with individuals on the topic of RETIREMENT, I hear all sorts of concerning statements.