Blog
Welcome to our weekly article section. You can search for topics at the top right and if you learn by reading, you’ll find these blog posts valuable as they contain short actionable ideas for how to improve your thinking and the automaticity of your money, all in line with our 7 Principles of Prosperity.
Understanding the Impact of Credit in the Economy
Most of us have a basic understanding of how credit and debt works based on our personal experiences. We borrow someone else’s money (the bank’s,
Financial Pep Talk: 3 Ways to Step Boldly into 2021
First, take a deep breath. If 2020 has left you feeling “adrift,” you’re not alone. The changing world is a shared experience, one that we
Disrupting Money: The Rise of Bitcoin and Cryptocurrencies
Disruptive technology has come to the financial world. Bitcoin and other digital currencies are reshaping how we think about money. As Peter Diamandis observes, cryptocurrencies
Live Long and Prosper: 5 Ways to Never Run Out of Money!
A 2019 survey by AIG Life & Retirement revealed a surprising 53 percent of respondents had living to 100 as a goal. Today, more Americans
Financial Flexibility: Saving Too Much in All the Wrong Places?
“30% of workers dipped into retirement funds during 2020.” (Forbes, Janurary 6, 2021) Since the 2008 Financial Crisis, more people have been raiding their 401(k)s
Convertible Term Insurance: The Third Option
“The third option is that other possibility…”– Lynn Barrette, Counselor and inspirational blogger Life Insurance: It’s Not An Either/Or Decision “Whole Life or Term Insurance?” It’s a
The Banker’s Secret: Why Banks Buy Life Insurance!
“Put simply, BOLI is attractive to the banks because it can produce better returns that the banks couldn’t otherwise achieve.” – Fool.com, “Bank Owned Life
The Path to Wealth: 7 Steps to Success in Business and Life
“Gratitude is not just for Thanksgiving.” – May McCarthy Kate Phillips, our friend from Total Wealth Coaching who co-authored Financial Planning Has Failed (with P4P’s
Should You Keep or Surrender a Universal Life Policy?
“You got to know when to hold up, know when to fold up, know when to walk away, and know when to run.”—Kenny Rogers, “The