Borrowing v. Withdrawing Your Cash Value

by | Dec 3, 2013 | Wealth Strategy

So you want to use the cash value that has built up in your whole life policy. Do you take it out as a loan or take a withdrawal? My friend, Kim Butler, has a very information blog on what you should consider to determine which option is best for you. Click here to...
Just Released! Rich Dad Radio App

Just Released! Rich Dad Radio App

by | Sep 26, 2013 | Wealth Strategy

Whether it’s on our commute, at home, or at the office, we’re all looking to make the most of our time. My friend and mentor, Robert Kiyosaki, author of Rich Dad Poor Dad, has just released his Rich Dad Radio Show on the iTunes App Store. I've had the opportunity to...

Breaking the Code

by | Sep 18, 2013 | Wealth Strategy

I’ve been thinking a lot lately about how the Internal Revenue Code works. I know, how boring is that!? To me, the Code is fascinating. Most people think of the Code as simply a way for the government to raise money and enforce their collection policies. My studies...

Trapped in Debt?

by | Sep 11, 2013 | Wealth Strategy

I recently had lunch with my good friend, Kim Butler, who, like me, is focused on financial education. This is a great read from her company's blog – Partners 4 Prosperity – particularly for those who are trapped in debt. Read the blog now And, by the way,...