How many times do you lose in a down year when you have “managed funds” where you pay management fees???? In a down year your investment portfolio/retirement account loses money. So you lose once just from the market dropping. Your…

Most people don’t realize this, but there are both taxable and tax-free buckets you can use to grow your wealth. Nearly everyone is familiar with the “taxable bucket.” If an investment is in a “taxable bucket” then that means that…

A BETTER WAY TO SAVE FOR COLLEGE If you have children I am sure the subject of saving for college or a secondary education has come to your mind. Many people by default go to their certified financial planner and…

Your savings and capital needs a home! … such as money for emergencies and opportunities. Most people only know of a traditional bank savings account as the place to hold it… We help people learn about the “private” or “infinite”…

16 Characteristics of the Perfect Investment If we could design the perfect investment, what would it look like? I would love to hear your thoughts. If you send me a message or email with your thoughts I would be happy…

WHO USES INFINITE BANKING? When some of the most historically wealthy families like the the Morgans, the Stanleys, the Rothschilds, the Rockefellers, Ray Kroc, J.C. Penny, used the Infinite Banking as a wealth building vehicle, it’s time to pay attention…