by Judy Carlson | Sep 15, 2023 | Investments, Life Insurance, Retirement, Tax-Free, Wealth Management
She Did It! The Strategy Works! Ten years ago, I did a deep dive into the value of owning cash value life insurance in a lifetime wealth portfolio. After months of research, I took the plunge and started my first policy. So did several of my clients, including a young...
by Judy Carlson | Jun 8, 2023 | 401(k), Blog, Retirement, Taxes
There is a familiar parable about the wise man and the foolish man. The wise man built his house upon a rock. When the rain fell, the floods came, and the winds blew. The house did not fall because it was built upon a rock. The foolish man built his house upon the...
