Archive for March, 2011

4 Things That Make You Poor – and A Solution.

Video Interview for TIME MAGAZINE with Robert Kiyosaki Rich Dad Poor Dad Click here to view video   Robert – “I don’t need a retirement plan because all of my assets produce income.” Time Magazine Interviewer – “Are there some people who should play it safe, do the traditional route and just pick up a […]

March 31, 2011 · Jennifer · No Comments
Tags: , , , , , , , , , , , , , , ,  · Posted in: 4 Things Keeping 90% Poor, 4 Things That Make You Poor, Kiyosaki - Conspiracy of the Rich, Kiyosaki on Retirement Plans, TIME magazine, VIDEOS

Dow Jones Averages – in dollars

Please click here to see investing from 2000 to 2010 and also 1994 to 2010 (Dow Jones)   Dow Jones – Here are the last 11 years aver­age return as a per­cent­age and also actual per­for­mance in dol­lars. So if you started invest­ing in 2000, this could be your growth. Let’s begin with a $1,000.00 invest­ment. […]

March 30, 2011 · Jennifer · No Comments
Tags: , , , , , , , , , , ,  · Posted in: DOW JONES Performance, FINANCIAL EDUCATION 101

Introduction to ‘Becoming Your Own Banker’

New Client Introduction to IBC: Continuation of last weeks webinar… CLICK HERE FOR LATEST TOPIC The Bank of Jason Davis: How Jason is converting the liabilities into assets for a tax free retirement.”Presenter Jason Davis Special Client Introduction Presentation: TONIGHT Thursday – July 14th – 9 pm till 10 pm EDT. CONTACT ME NOW FOR […]

March 29, 2011 · Jennifer · No Comments
Tags: , , , , , , , , , , ,  · Posted in: INTRODUCTORY WEBINARS, Live Webinar - Tuesday, March 17th 2011, March 24th 2011, March 8th 2011

What is the ‘lost-opportunity-cost’ of paying with CASH?

Let’s use a car purchase as an example of the Lost Opportunity Cost of spending cash. Let’s begin with assuming you have $20,000 saved up in a savings account and you want to buy a car. You do not want to pay the bank all that interest and you have been told that CASH is KING […]

March 28, 2011 · Jennifer · No Comments
Tags: ,  · Posted in: Lost Opportunity Cost of Spending Cash

4 Alternatives to a Traditional Mortgage.

March 23, 2011 · Jennifer · No Comments
Posted in: 4 Alternatives to a Traditional Mortgage, MSN

Why I Never Recommend Universal or Variable Life Insurance Policies.

Uni­ver­sal Life poli­cies are among the most disin­gen­u­ous finan­cial prod­ucts ever cre­ated.  That they are enjoy­ing so much pop­u­lar­ity is disas­ter­ous for those unsus­pect­ing souls who pur­chase them.  They vio­late every prin­ci­ple we hold about wealth cre­ation, preser­va­tion, use and trans­fer. If  clients want risk, let them buy risky prod­ucts that they KNOW are risky…  […]

March 23, 2011 · Jennifer · No Comments
Tags:  · Posted in: UNIVERSAL, VARIABLE, EQUITY INDEXED, Why You Should Not Use UL for IBC

L12) Ask Your Financial Adviser To Take This Quiz.

Here is a financial case study quiz for you or your financial adviser. Is the financial advice you are receiving the best advice? How do you know for sure? Here is a quiz that will give you the opportunity to compare their advice with my teams advice.

March 11, 2011 · Jennifer · No Comments
Tags: , , , , ,  · Posted in: L12) Ask Your Financial Adviser

Using a Car for Business? Grab These Deductions

Using a Car for Business? Grab These Deductions If you use a car for business, you get the benefit of tax deductions. There are two choices for claiming deductions: Deduct the actual business-related costs of gas, oil, lubrication, repairs, tires, supplies, parking, tolls, drivers’ salaries, and depreciation. Use the standard mileage deduction and simply multiply […]

March 10, 2011 · Jennifer · No Comments
Tags: , , ,  · Posted in: Business Car Deductions

Top 8 Ways Children Lower Your Taxes

Top 8 Ways Children Lower Your Taxes Got kids? They may have an impact on your tax situation. Here are the top 8 things to consider if you have children.

March 10, 2011 · Jennifer · No Comments
Tags: , , , , , , , , ,  · Posted in: Children Lower Taxes

Protected: L12a) Case Study Single Mother with 11 year old girl (answer)

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March 9, 2011 · Jennifer · Enter your password to view comments.
Posted in: CLIENT LESSONS, L12) Ask Your Financial Adviser, PASSWORD PROTECTED

Retiring Boomers Find 401(k) Plans Fall Short

RETIREMENT PLANNING – FEBRUARY 19, 2011 By E.S. BROWNING Jason Henry for The Wall Street Journal The Websters thought they had “the perfect plan” for retirement says Patti, pictured with her husband Bob. The 401(k) generation is beginning to retire, and it isn’t a pretty sight.

March 6, 2011 · Jennifer · No Comments
Tags: , ,  · Posted in: 401(k) Falls Short, Retiring Boomers

Can the U.S. Government Get It Right?

Nelson Nash put the following together in 2009 The U.S. Postal Service was established in 1775. The Government has had 234 years to get it right and it is BROKE.

March 3, 2011 · Jennifer · No Comments
Tags: , , , , , , ,  · Posted in: NELSON NASH, NO UL for IBC, U.S. Govt. Broke