Dec 26, 2021
It’s time to talk year-end taxes. This is not a boring conversation. This is an extremely interesting visit with my guest is Mary Jo Werner, Attorney, Certified public account and Certified in Financial Forensic who is a partner with Wiplfi, who ranks among the top 20 accounting and business consulting firms in the...
Dec 1, 2021
What can you learn about an 80-year-old woman who needed three things to happen with her safe money? Number one – A better return than the bank. Number two - No taxes due on her gains, and Number three - an immediate increased estate for her children; Plus, the availability and liquidly of her money, if needed. ...
Nov 16, 2021
News anchors usually ask the questions. In a role reversal, Amy DuPont-News Anchor at WKBT-News 8 is asked questions about her decades-long career in reporting and delivering the news; a journey of serving multiple diverse communities. You will feel like you are visiting an old friend, who shares the heart of the ups...
Nov 11, 2021
Walt Disney partially financed Disneyland with a loan against his Whole Life Insurance Policy. The Bushes Baked Bean Company was partially financed with a Whole Life Insurance Policy. The Pampered Chef Company was entirely financed through a loan against a Whole Life Insurance Policy. A Whole Life insurance policy...
Nov 7, 2021
At the headwaters of the Mississippi River, you can literally dip your cup and take a drink of water; but, by the end of the same river - 2,350 miles later at the Gulf of Mexico, you probably wouldn't even want to eat a fish from it. Money works the same way. In the beginning it's pure. Yet, once it's flowed through...