Looking around at the economic turmoil we’ve experienced post-pandemic, it’s easy to get discouraged. You may feel that everything you thought you knew about creating and preserving wealth is wrong. You may think that finding prosperity and lasting wealth despite [...]

47% of Baby Boomers regret not starting retirement planning earlier. 35% wish they had more cash stashed away. By age 65, the average American has only saved 30% of the $1 million they’ll need to maintain their comfortable lifestyles once [...]

Fears of robot overlords may be a tad overblown, at least for now.I’ll be the first to admit that I am sometimes a little unnerved when I realize just how far the artificial language model known as ChatGPT has come. [...]

The concept of centralized global currencies has been around for some time now. However, this idea has raced from concept to reality as cash usage in the United States and globally continues to drop. Many people are eager to find [...]

Bank-owned and company-owned life insurance (BOLI-COLI) has a proven track record of helping corporations fund executive compensation and improving their bottom lines.   An alternative to mutual funds, corporate-owned life insurance (COLI) is an investment tool that allows corporations to [...]

My latest book, "The 100 Year Real Estate Investor," is set to hit outlets, including Amazon, this fall. When you become a 100 Year Real Estate investor, you harness the power of something our team likes to call the "Dual [...]

It’s scary right now in the economy. That’s why you need an advisor who stays in touch and keeps track of what’s happening in the world. Suppose you’re like most people within 5-7 years of retirement. In that case, you’re [...]

In its simplest form, the Dual Asset Strategy (DAS) is a way to describe the process of using value inside a specially-engineered whole life policy to invest in real estate or other cash-flowing businesses. First articulated by veteran real estate [...]

It doesn’t seem as if we learned a thing from the “Great Recession of 2008-09. If you’re like many of my clients, you probably wonder how much your prosperity and financial security depends on outside forces, people and events you [...]

Buy term and invest the difference is a piece of financial advice most people would be wise to ignore.  Years after being discredited by most many financial advisors and educators, “buy term and invest the difference,” or BTID, is still [...]

"Rich Dad Poor Dad” author Robert Kiyosaki maintains that the real key to financial freedom and wealth is your ability to take the money you’ve earned and turn it into income. In today’s chaotic economy, income reigns supreme. Some say [...]