by Michael Isom | Sep 9, 2022 | Thoughts on Financial Security
My first real job was when I was in 7th grade. Makes me smile. CycleTown Yamaha. You guessed it. Motorcycles, and back then ATV’s. 3 wheelers. LOL Remember those? I washed bikes. Swept floors. Emptied the trash. And I got to ride all the bikes around the lot. I soon...
by Michael Isom | Sep 1, 2022 | Thoughts on Financial Security
Executing an estate plan is not the final step in the estate planning process. Some assets such as life insurance, annuities, qualified plans and IRAs pass by contract to a beneficiary chosen (or not chosen) by the contract owner, and not via an estate plan (e.g.,...
by Michael Isom | Aug 25, 2022 | Thoughts on Financial Security
“A deep sense of self-worth is at the core of a healthy prosperous life” I deserve this.You deserve this in your life.Everyone deserves this in their lives. To love and be loved. It all starts with the way we value ourselves. When we don’t feel worthy, we shut out...
by Michael Isom | Aug 19, 2022 | Thoughts on Financial Security
In life when we are not organized, we create panic.We are frustrated and confused. It’s hard to find things. We overreact. Scream. Yell. Blame others. We have all felt this at one time or another in our lives. Personally, and professionally. How are you with your...
by Michael Isom | Jul 22, 2022 | Thoughts on Financial Security
Asset: something of perceived value. Liability: monies owed, debts, obligations. What is a balance sheet?A summary of financial balances. It reports a company or individuals assets and liabilities at any specific point in time. In the world of Assets today we first...
