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What life insurance product should you use for special needs planning?

Many families have children with special needs. These moms and dads work extra hard at giving their children all they need, and taking extra good care of them. Providing for them financially is the foundation of that work, and life…
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The Myth of Security Clearance and Credit Score

by Tracy Latona | Do you need to have a good credit score to have a security clearance?  Many times, soldiers and contractors are led to believe that they have to have a credit card to build their credit to keep…
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This is Not Where You Want To Be With Your Money

by Angie Carlson | Neither of you can picture a life without your spouse. And you know that your financial teamwork is not where either of you want it to be. Your vision was to stay at home with the…
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3 ways on how NOT to pay off debt

by Tracy Latona | That sticky, sickly feeling like black tar that clings to you; you want to break free, but there’s so much information and many ideas bombarding you on all sides on how to get rid of your…
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The deal of the century?

Is life insurance the “deal of the century?” I think it comes pretty close. Here are a few reasons why: 2. The benefit is guaranteed. Also hard to find these days. 3. It’s the only form of insurance for which…
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Why Life Insurance Should Be Part of Every Entrepreneur’s Business Plan

by Catherine Schwartz | As an entrepreneur, you already know that many risks and uncertainties come with running a business. However, there is one crucial element that often goes overlooked in many entrepreneurs’ business plans: life insurance. It may not…
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It’s a trap

Debt is a thief. It robs you of your future. You are using money you’re making TODAY to pay for things you did or bought in the PAST. That’s not fun! Debt is a trap that keeps you broke. It literally robs you…
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How to protect your money against a huge loss

Many people are working with financial coaches to “get their financial house together.” They are getting out of debt; starting a savings and investment plan; and freeing up money to spend on things that will improve their lives. People earning…
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Debt is like weeds!

by Dee Zimmerman | Most do better with a coach. Debt eradication can be tough—knowing what to attack first, what to prioritize, and just how to go about it. Let’s get rid of those nasty things. Schedule a free session…
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The Seven Virtues of Life Insurance: #7 – Leverage

Life insurance is much more than a legal contract that provides an attractive financial benefit for your heirs. It is actually a tool that enables those beneficiaries to act virtuously. All told, I see seven of this virtues. One is…
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