Below you will find a list of articles, videos, and audio podcasts. They are listed in chronological order. Use the search box on the top of this page to find information on specific topics.
- 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 Read More
- OnPointe Risk Analyzer-Make Better, Smarter, Safer Choices and Financial Decision With Your Investments - I've incorporated a new tool that I would like you to try called OnPointe Risk Analyzer. The essence of the Read More
- 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 Read More
- The Debt Snowball-Eliminating Bad Debt Forever! - Our unique and proprietary financial planning system, The 4x4 Financial Independence Plan sm is comprised of 4 essential elements and 4 sequential Read More
- Establish Significant Liquid Cash Reserves - Establishing significant liquid cash reserves is the 3rd step of the 4x4 Financial Plan and, frankly, it could easily have Read More