Retirement

Structuring a Private Family Bank requires a carefully structured participating mutual whole life contract with an insurance carrier that understands, and caters to, private banking. The insurance company and the terms of the contract you structure are both critical components of your private banking system. Today in part one, of...

There is a big myth that has been growing for decades…that the 401k money you have socked away is “your money.”  It isn’t.   You cannot get it when you want it when you need it, or on your terms at all! You don’t know how much will be there when...

Doctors are one of the highest paid professions in America. But medical school does not teach doctors how to protect the wealth they accumulate, or how to keep financial privacy in their financial transactions. Very few doctors know how to manage or protect their wealth. Good news is that it’s...

The father of the 401(k) doesn’t support it any longer. When the “father of the 401(k)", Ted Benna, announced that he’s put “probably the biggest part of my wealth”, into what is most commonly known as a private family bank he caused quite a stir. The 401(k) is a Monster!...

The world has been turned upside down. Things never thought possible have happened.  Things got real. Remember when we lived in a mask-less society? Only to wake up one day in an Orwellian dystopian reality. Likewise, it may seem impossible to think of another such event taking place.  However, your...

Are you determined to keep your business humming along no matter what the economy looks like? For some business owners, it can be a real challenge to get capital to finance your business needs and purposes. A heart-stopping reality for many business owners is when they are denied credit when...

Grow your nest-egg every day – whether stocks go up, down, sideways or crash! Do you know how much your retirement account will be worth in 10 years?, in 20 years?, or on the day you hope to tap into it? If you’re like most Americans, you don’t have a...

You don’t have to play in a retirement sandbox where all the rules are stacked against you, where the government controls all the toys in the sandbox, and where ultimately, it’s “tails you lose and heads they win,”. There is a far better solution to the 401K, IRA or other...

Most working people participate in traditional government-sponsored retirement programs like 401K’s, IRA’s or 403B’s.   They really don’t know why they are participating in such programs other than “it’s what everyone else is doing” or “my employer is making contributions, so I have free money.” But that’s where the big misconception...

Have you taken the time to calculate the numbers to know how much money you need to retire comfortably? If you’ve gotten serious about accurate retirement planning, then you need to know how much money you’ll need. Some people think that $1 Million would do it for them; others think...