"It's not about what you've done. It's about what you're doing. It's all about where you're going no matter where you been . . ."
Welcome to the inaugural issue of “It’s Your Money!” If you’re reading this, it means you opted
against deleting this newsletter. I commend
you and thank you!
This newsletter will keep you informed on the many ways my
savings and retirement practice will help you
take control of your financial present while protecting your financial
future. In the coming months, I’ll cover
the following topics for individuals:
· How to pay off all of your debts including your
mortgage in 7-10 years
· How to build a predictable retirement savings on your current income
· How to use insurance premiums to generate an
emergency fund, college savings, and retirement savings
·
How to ethically and legally defer and avoid taxes
·
How to end your dependence on banks and finance
companies for your financing needs
· If you’re nearing retirement or you already
arrived, how to obtain Medicare Advantage or Prescription D benefits
· How to make your retirement savings last a
lifetime – guaranteed
I’ll cover the following topics for small business owners:
· How to use your fixed costs you’re already paying to generate a line of credit and
retirement savings
· How to finance your buy-sell agreement and generate a retirement savings using your
fixed cost cash flows
·
How to use your key person insurance to generate a line of credit and retirement
savings
I will also spotlight reputable businesses that can be of
assistance to you and your endeavors. If
you own a small business, and we can cross trade business offerings, let’s make
it happen.
Ultimately, the key is to help you become an active
participant in your financial future because it’s your money . . . until you
give it away.
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