Step 3 – Establish Significant Liquid Cash Reserves Using An AB-LTCI Strategy

Step 3 – Establish Significant Liquid Cash Reserves Using An AB-LTCI Strategy

Establishing significant liquid cash reserves is the 3rd step of the 4x4 Financial Plan and, frankly, it could easily have been the 1st step as it is so critical to the success of your achieving and maintaining your Financial Independence.  Why?  We need...
The Cash-Balance Retirement Plan, A Tax Buster and A Retirement Booster

The Cash-Balance Retirement Plan, A Tax Buster and A Retirement Booster

The Cash Balance Plan is a retirement plan designed to primarily benefit older and/or highly compensated business owners and highly valued employees.  Unlike a traditional 401k or IRA plans that limit one’s tax-deferred contributions to relatively small amounts,...
Establish Significant Liquid Cash Reserves

Establish Significant Liquid Cash Reserves

Establishing significant liquid cash reserves is the 3rd step of the 4×4 Financial Plan and, frankly, it could easily have been the 1st step as it is so critical to the success of your Financial Independence.  Why?  We need cash reserves for two reasons: When...

Bad Advisors-How To Detect Them and How To Avoid Them

Written by attorney, Roccy DeFrancesco J.D., CWPP, CAPP, CMP and the founder of The Wealth Preservation Institute, his book “Bad Advisors” will not only confirm your suspicions about your current and past financial advisors, it will also reaffirm why you should likely...

There Is A Better, Smarter, Safer Way to Plan For Your Retirement

The Old Way There is a Better, Smarter Safer way! This is the paradigm most people have when it comes to making their investment decisions.  When the market is up, they become greedy.  They want to get on the band-wagon and not miss out on the...