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Cash Value Life Insurance is a Valuable Portfolio Asset

Cash Value Life Insurance is a Valuable Portfolio Asset

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...
Golf and Wealth: Simple to Understand, Difficult to Play

Golf and Wealth: Simple to Understand, Difficult to Play

by Judy Carlson | Aug 5, 2023 | Blog, Financial Advisor, Investments, Retirement, Wealth Management

Hank Haney Recently I attended an event where I had the privilege of listening to Hank Haney share his wisdom and knowledge about golf, coaching, and life. Among over 200 PGA Tour professionals, Hank coached Tiger Woods 150 days/year for six years. Hank made some...
A Twist on the 70/30 Rule

A Twist on the 70/30 Rule

by Judy Carlson | Jul 6, 2023 | Blog, Financial Advisor, Investments, Retirement, Wealth Management

In the financial services industry, what is the first thing that comes to your mind when you see “70/30” rule? Most people immediately think it’s the stock/bond portfolio allocation. In other words, a 70/30 investment portfolio allocates: 70% of your investment...
Build Your Retirement on a Strong Foundation

Build Your Retirement on a Strong Foundation

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...
Beyond Portfolios and Products: Discover Comprehensive Lifetime Wealth Management Planning

Beyond Portfolios and Products: Discover Comprehensive Lifetime Wealth Management Planning

by Judy Carlson | May 15, 2023 | Blog, Financial Advisor, Wealth Management

Is your financial advisor managing your assets, selling you products, or helping custom design and build your unique comprehensive, coordinated, holistic lifetime wealth management plan? What is the difference, you may ask? Managing Your Assets Many financial advisors...
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  • Cash Value Life Insurance is a Valuable Portfolio Asset
  • Golf and Wealth: Simple to Understand, Difficult to Play
  • A Twist on the 70/30 Rule
  • Build Your Retirement on a Strong Foundation
  • Beyond Portfolios and Products: Discover Comprehensive Lifetime Wealth Management Planning

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