Category Archives: SAVING MONEY

Family Banking 101

“A Family Bank is a strategy to keep wealth in your family and keep it growing… from generation to generation.” – The Family Banking Book (forthcoming) This strategy has been called “Family Banking,” “Private Family Banking,” the “Private Reserve Strategy,” … Continue reading

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When to File for Social Security Income: How Soon is Too Soon?

“Retirement at sixty-five is ridiculous. When I was sixty-five I still had pimples.”  – George Burns The First Baby Boomer Kathleen Casey-Kirschling was born one second after midnight on January 1, 1946. As such, this retired Maryland teacher has the honor … Continue reading

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The Gratitude Study: The Emotion that Raises Net Worth

“Acknowledging the good that you already have in your life is the foundation for all abundance.” – Eckhart Tolle, A New Earth New Study Shows How Gratitude Can Help People Save Money! It may come as no surprise that Gratitude … Continue reading

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Has Kiplinger’s Sold Out?  The Financial Media Bias (Part 2 – The Stock Market and Saving Money)

“Personal finance publications bias their recommendations—either consciously or subconsciously—to favor advertisers.” – Jonathan Reuter and Eric Zitzewitz, Quarterly Journal of Economics Two weeks ago, we started a rant inspired by a single issue of Kiplinger’s that I picked up to read … Continue reading

Posted in CASH VALUE INSURANCE, INSURANCE ADVICE, SAVING MONEY, WHOLE LIFE INSURANCE | Tagged , , , | 2 Comments

The Long Game: A Video Essay on the Path to Success

“Always bear in mind that your own resolution to succeed is more important than any one thing.” ― Abraham Lincoln We’ll be back next week with Part Two of our Kiplinger’s expose. This week, we want to share another resource that … Continue reading

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BOOK ANNOUNCEMENT: We’re Busting the Retirement Lies!

“Busting the Retirement Lies makes a compelling argument that we’ve been thinking about aging all wrong… and not just financially speaking.” – Nelson Nash, best-selling author of Becoming Your Own Banker It’s Time to Re-Think Retirement! Is this idea of … Continue reading

Posted in 401K's & IRA's, PRINCIPLES OF PROSPERITY, PROSPERITY ECONOMICS, RETIREMENT PLANNING, SAVING MONEY, WEALTH-BUILDING | Tagged , , | Leave a comment