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Wealth Planning: Offense vs. Defense

As the start of the NFL season is upon us I thought I would take this opportunity to write on one of the most important lessons of wealth planning using the sport of Football as an example. Football like most sports has an offense objective whereby the purpose is to score points and a defensive objective whereby the purpose is to prevent the opposing team from scoring. Most of the time it is the offensive... [Read more]

Wealth Planning: Defensive Strategies

Recently I wrote about winning through bulletproof defense rather than focusing solely on offense.  Taking that same football analogy, let’s explore one defensive tip I like to share with business people who either are or will soon have assets to protect. Defense Tip #1- Purchase a personal liability or umbrella policy. This insurance policy can be purchased from your auto and homeowners insurance... [Read more]

Creating a Strong Financial Defense

Using football as an analogy, it doesn’t matter how much money you make at work, or the rate of return your money is earning, if your financial plan does not protect you from events that can take away your income or your assets then you are at risk of scoring lots of points and still losing the game. After a statement like that you may be asking: “What do I need to do to win this game?  The answer: ... [Read more]