Gen X
Please take a few minutes to watch these videos and learn about the valuable advantages they explain. My business is helping people save, grow and protect their money. If you would like to learn more or ask specific questions please let me know by contacting me today.
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College Funding
"529" College Funding Plans are tax-exempt savings plans authorized by Section 529 of the internal revenue code. But there are four drawbacks to 529 plans, watch this short video to learn more about the optimal way for you to save for future education expenses.
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IUL Retirement Plan
There are three problems with the way we save for retirement in a 401k, 403b, IRA, or SEP: income taxes, investment losses, and management fees. Together they can reduce our retirement income by at least 30 or 40% but they are all avoidable. Watch this video to learn how you can earn Tax Free Retirement Income without those losses.
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Lifetime Tax Strategy
Most of us think that we're already doing all we can to minimize our taxes and ethically take advantage of the tax code to pay no more than we need to. But the US tax code is very complex and taking advantage of the long-term implications between deductions, deferrals, and exemptions is difficult. Failing to do so over 20 years can cost you hundreds of thousands of dollars. Watch this video to find out how to be sure you're taking maximum advantage of what the tax code allows.
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Lifetime Financial Security
Life insurance that only pays off when we die is a problem because the threat to our family's financial security is not limited to our death. In fact, due to advances in medical technology, many of us are surviving an injury or disease that in the past would have resulted in our death. Watch this video to learn how your family can have lifetime financial security if you are alive but can no longer support them financially.
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Private Equity BankingWhenever we purchase anything with a credit card or borrow money to buy something we pay more in interest to the bank than we earn on our own savings or investments. So we pay more money to borrow money than we make saving money. So what can we do? Become our own bankers and profit from our own borrowing. Watch this video to learn how.
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Whole Life Retirement PlanThere are three problems with the way we save for retirement in a 401k, 403b, IRA or SEP, income taxes, investment losses and management fees. And together they can reduce our retirement income by at least 30% or 40% but they are all avoidable!
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