by Michael Isom | Jul 28, 2021 | Thoughts on Financial Security
This August I will turn 50.50 years old. I am challenging myself to think about the next 25 years of my life and what I want it to look like.It’s super exciting. What do I want the next 25 years of my life to look like? What do you want the next 25 years to look...
by Michael Isom | Jun 10, 2021 | Thoughts on Financial Security
Permanent life insurance is a great way to fund a business succession plan, yet 40% of business owners don’t have life insurance. Permanent life insurance offers five advantages you won’t find in common funding options like loans and working capital: Guarantees a fund...
by Michael Isom | Jun 10, 2021 | Thoughts on Financial Security
The Parallel Paths Everyone we meet has to be on two parallel paths. The first path is the Protection Path and what I mean by that is protection from liability disability and death.And that’s about the type, the amount, and the positioning of that protection. The...
by Michael Isom | Jun 10, 2021 | Thoughts on Financial Security
Investing vs. Saving You have heard me talk about it before, investing is not saving.These two have different purposes and demand different strategies. Savings requires a very low degree of risk, whereas investing allows for some, but not too much. For many, a...
by Michael Isom | May 27, 2021 | Thoughts on Financial Security
NEARLY HALF OF PEOPLE OVER 55DON’T HAVE A WILL Estate planning is an important part of personal financial management and involves maximizing the benefits of wealth. Without a will, you risk leaving your loved ones unprotected…and at the mercy of laws in...
