Step 3 – Establish Significant Liquid Cash Reserves Using An AB-LTCI Strategy

Step 3 – Establish Significant Liquid Cash Reserves Using An AB-LTCI Strategy

by | Feb 3, 2017 | 1-Financial Independence Planning, 3-Establish Reserves, Annuities, Blog Posts, Financial Edification, Insurance, Life Insurance, Long-term Care Insurance, Products, The 4 Sequential Steps, The 4x4 Financial Independence Plan

Establishing significant liquid cash reserves is the 3rd step of the 4x4 Financial Plan and, frankly, it could easily have been the 1st step as it is so critical to the success of your achieving and maintaining your Financial Independence.  Why?  We need...
OnPointe Risk Analyzer-Make Better, Smarter, Safer Choices and Financial Decision With Your Investments

OnPointe Risk Analyzer-Make Better, Smarter, Safer Choices and Financial Decision With Your Investments

by | Jan 31, 2017 | 1-Financial Independence Planning, 1-Optimize Everything, 4-Invest for Independence, Blog Posts, Financial Edification, Securities

OnPointe Risk Analyzer-Make Better, Smarter, Safer Choices and Financial Decision With Your Investments I’ve incorporated a new tool that I would like you to try called OnPointe Risk Analyzer.  The essence of the program is to evaluate your overall level of...
The Cash-Balance Retirement Plan, A Tax Buster and A Retirement Booster

The Cash-Balance Retirement Plan, A Tax Buster and A Retirement Booster

by | Jan 30, 2017 | 1-Financial Independence Planning, 1-Optimize Everything, 4-Invest for Independence, 4-Tax Planning, Blog Posts, Financial Edification, Life Insurance, Securities, The 4 Essential Elements, The 4 Sequential Steps, The 4x4 Financial Independence Plan

The Cash Balance Plan is a retirement plan designed to primarily benefit older and/or highly compensated business owners and highly valued employees.  Unlike a traditional 401k or IRA plans that limit one’s tax-deferred contributions to relatively small amounts,...