Financial Strategies for Families, Business Owners, and Investors
While more and more average Americans are finding their way to financial strategies using life insurance, these strategies are far from mainstream. One of the biggest reasons is that we are simply …
Continue Reading about 12 Things I’ve Learned From Real Clients →
See the video below of the joint webinar with Excelsior Capital about Investing in Commercial Real Estate Through Life Insurance: …
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In a recent article interviewing Wade Pfau, professor of retirement income and co-director of The New York Life Center for Retirement Income at The American College of Financial Services, talks about …
Continue Reading about The 4% Rule Just Became the 2% Rule →
In my normal day-to-day business, most of my professional (ok, personal too because I'm obsessed with, and love, what I do) conversations revolve around how to use life insurance to coordinate all of …
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"I love it when a plan comes together" What if your financial plan was the A-Team? Who would be on it? Most people's financial plans only have half of the A-Team; "Howlin' Mad" Murdock and …
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An article from the July 2019 Lara-Murphy Report, "The Yield Curve and Recession" is available: Excerpt: Here in the pages of the Lara-Murphy Report over the years I’ve written several pieces …
