Blog

We know appointments with prospective clients can be the most intimidating thing you experience, especially if you don’t have a ...

This one’s big, and it’s all about your mindset. People want to know what you know; they are in your ...

Everyone knows a 401k or a Registered Retirement Savings Plan is a qualified plan, but a home with equity, even ...

by Jeremy D. Shipp CFP®, CLU®, RICP® I saw a story over the summer that highlighted the importance of balance ...

The Personal Economic Model® offers almost unlimited conversations for you to use to communicate with your prospects and clients visually.  ...

When working with clients, you need to make sure they are saving enough to live in the future like they ...

Qualified plans do two things: #1 they defer the tax and #2 the tax calculation. I’d like to give you ...

Deciding, in advance, what happens to you, your loved ones, and your assets when you are not able to decide ...