Life insurance can be an effective part of an estate planning strategy for many people. This type of insurance will pay benefits to beneficiaries in the case of you passing away. There are two types of life insurance: term life insurance and permanent life insurance....
Owning a home is an important pillar of becoming financially secure for most people. However, for most people, before being able to purchase a home obtaining a mortgage will be necessary. A mortgage is a loan provided by a lender for the purpose of buying real estate....
There are four core concepts to creating value in your business, also known as the Value Acceleration Method. The first of these concepts is called “The Three Legs of the Stool.” Now that your business is growing & flourishing, ask yourself some key questions: Is...
Nobody can know for sure what will happen in the future. One day you may be healthy and of sound mind but the next you may end up incapacitated. Maybe you end up in a coma following a car accident or you experience the onset of dementia. Whatever the cause, you need...
When you started your business, were you thinking about your exit strategy, or who was going to take things over? Or were you just thinking “Can I even make this thing work so I’m generating enough income to pay my bills?” Fast forward ten years – you’ve created...
Summer 2022 issue of Investment Strategy Quarterly has been released and it’s chock-full of the latest information and insights about the state of the markets and our economy as a whole. Download it here or read on to get a quick sneak-peek at the news and comment. ...