Don’t Wait Until It’s Too Late

Posted by on Feb 14, 2015 in Business Owners, Estate and Trust Planning, Goal Achievement, Goals, Investments, Life Insurance, Retirement | 0 comments

The focus here is to educate you with the benefit of my experience and research, so you can avoid mistakes in your estate, business and life insurance planning going forward or fix the ones you might have made, if possible. Wisdom comes from experience and research over time. Hopefully, we all learn from our experiences and those of others as well. Why do we repeat so many mistakes in protecting our families, estates and businesses if we can readily access the experience and knowledge that we need? The reasons may be that: planning with life...

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How to Achieve Your MOST Important Goals

Posted by on Jun 24, 2013 in Blog, College Planning, Economy, Estate and Trust Planning, Goal Achievement, Goals, Investments, Retirement | 0 comments

Most of our moral and financial values started with our parents … good, bad, or otherwise. We’re also impacted by where we grew up, the schools we attended, our friends, what we do for work, and where we live now. These all shape our beliefs, which affect our ideas, thoughts and feelings … which in turn, impact the decisions we’ve made. This also leads to the results we’ve gotten, whether we like them or not. No matter what your frame of reference is, you can develop the right mindset to achieve your MOST important...

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The Retirement Cure – Fixed Indexed Life Insurance

Posted by on May 11, 2013 in Income Tax Planning, Investments, Life Insurance, Retirement | 0 comments

  Fixed Indexed Life Insurance can improve your retirement ACCESS plan with tax diversification. This is different than term life insurance, which only benefits someone if you die. It has a lot of living benefits, which makes it the Retirement Cure. It’s like an asset class all of its own. It may allow you to be in a lower tax bracket in retirement, but you have to apply and qualify for it. Learn more by watching our 3 minute video.   Burt Williamson’s California Insurance License #:...

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Business Continuation – The Urgent Need for a Buy-Sell Agreement

Posted by on Feb 18, 2013 in Business Owners | 0 comments

If you’re like most business owners, you focus your attention on building your business and persevering through everyday obstacles and issues that crop up.  Your business may have significant value, but what is it worth if you were to borrow money or try to sell it? What would the value be if you were to become disabled or pass away? How would your family derive the economic value that your business should have for them? 70% of small businesses die with the founder, because 80% of them have no business continuation plan other than to...

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