Posts Tagged ‘wealthbuilder’
Friday Focus – All About Real Estate
Friday Focus – All About Real Estate: Reverse Mortgage with Steve Kalscheur I’ve been working with reverse for the last 15 years. I worked specifically with the government-insured loan,…
Read More3 Ways to Use Life Insurance In Your Estate Plan
When I was younger, I loved playing the game of life because it was unpredictable, just like life. In the same way, we never know what unexpected events might occur…
Read MoreApril Power Hour -Take Charge of Your Taxes
Quote of the Month If Christianity is false, it holds no importance; if it is true, nothing surpasses its significance.” – C.S. Lewis Wins of the Month: • One delighted…
Read MoreThe Magic of Green Money
Dream Story – Carol Ebert Carol started her career as a Navy Nurse to help people. When she transitioned to the private sector, she quickly relaized that she was not a…
Read MoreSuprise! Taxes from Investments
Whether we like surprises or not, we all know in life there are good surprises, and some not-so-good surprises. Two of the greatest surprises in my life were the phone…
Read MoreFebruary Power Hour – State of the Union
Dream Story – Jim and Dori, Little Wolf Farm CBD One of the biggest questions in retirement for people is what to do. Jim and Dory have personally addressed this question…
Read MoreTax Talk – The Secure Act 2.0
Tax Talk – The Secure Act 2.0 The SECURE ACT 2.0 The Omnibus Appropriations package, which included the SECURE ACT 2.0 among other provisions, was signed on December 23. While…
Read MoreJanuary Market Update – The 60/40 Rule is Dead
January Market Update – The 60/40 Rule is Dead: As we just finished 2022 And now are going into 2023, it’s a good time to reflect. Be sure to check…
Read MoreThe Greatest Gift of Christmas
Christmas is just a few short days away. I know that I’m reminded of it every day by my boys who are counting down anxiously! As we think about Christmas,…
Read MoreEnd of Year Planning and Gifting
End of Year Planning and Gifting: Wins of the Month Nels shared a win on the team approach. One of their attorneys was in a car accident and is…
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