The first signs of economic recovery are starting to show—companies are turning a profit, the stress of cash-flow management is easing, business owners are starting to spend money again on…
I spent some time helping a “grandmother” in my spiritual community who has cancer to navigate whether or not she should refinance. One of her options was to call her…
Consumers are somehow lead to believe that the various sources for mortgages—from banks like Bank of America to mortgage brokers like Lanning Financial at Guarantee Mortgage—get the money to lend…
This was the news in my life last week: A family at my kids’ school had their two-year-old drown last Saturday. Get this, on Tuesday the mother gave birth to…
There are “financial planners” that hold themselves out as “money manager” or “wealth managers” or “Certified Financial Planner Professionals” or the like. You say po-TAY-to, I say po-TAH-to. All these…
This event is for CPAs, attorneys (family law, estate planning, business)and business brokers.
Join us for a Webinar on June 29.
Learn how the The Deferred Sales Trust™, a tax code compliant…