Author Archives: admin

How to Go From Product Peddler to Professional As a Financial Advisor

According to Neil Rackham, author of SPIN Selling, one of the hardest things for many traditional salespeople to do is stop acting like a seller and instead sees the world from the buyer’s perspective. Now, this doesn’t mean trying to … Continue reading Continue reading

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Crummey Trusts

Everybody knows we should do this, but nobody does it. In order for an insurance policy to be estate and income tax-free it must be placed inside an irrevocable life insurance trust, know as an ILIT. If the IRS does … Continue reading

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Guide to Small Business Loan Interest Rates

If you are starting your own business and do not have enough start up cash to do so, a small business loan can be very useful. However, whenever we think of applying for loans we think of banks and financial … Continue reading

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Advantages Of Owning A Recreational Vehicle

Bonding with family and friends would mean having fun and these days having fun would normally mean being outside the comfort zone or going to a place that is cool and riding in a recreational vehicle. Years ago when our … Continue reading

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Smart Cooking With Cookery Advice For A Healthy You

Cooking has different meanings for different people. Its meaning varies from person to person. For some it is a part of everyday life, for some a hobby and for some it is therapeutic. A mother cooks for her children and … Continue reading

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Design And Architecture – The Benefits Of Hiring Professional Architect To Realizing Your Design

If you are planning to design or renovate your own home, then you really need to consider hiring a professional architect to do all those tedious jobs for you. Why? Well, there’s a good chunk of benefits when you do … Continue reading

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Seven New Ways to Be Smart

Imagine for a moment that you lived in a world where only people who were very skilled at musical ability were considered to be valuable. And in this world, only those people who were musically talented were considered to be … Continue reading

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Financial Advisors – An Affirmation to Increase Income

If you’re in the beginning years of a financial advisor career, I’m guessing that you may want to add more revenues to your financial planning practice, which equates to more money in your bank account. Here I’m offering an affirmation … Continue reading

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Last Will and Testimony As Opposed to a Life Insurance Policy

You may know it as a ‘will’, in legal terms though, the paper you arrange before passing on that assigns ownership of your money, property and other types of assets to family members or others is referred to as your … Continue reading

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Fatal Flaws in Your Business Plan

A business plan is the blueprint that guides aspiring entrepreneurs as they build their new business ventures. From 2008 – 2010, I taught a 20-week business plan writing course at an SBA-affiliated women’s business development organization. We met for three … Continue reading

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