Correcting the Baby Boomer Blunders

Boomers Beware There are a number of financial mistakes that everyone is susceptible to making sooner or later. The good news is that these mistakes can be fixed before it’s too late. Right now there are millions of Americans on the verge of retirement. This is especially true of those who were born between 1946…

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Better to Store Wealth or Generate It?

The Power to Generate Wealth What’s the difference between a nest egg that generates long-lasting wealth and a limited supply of income that can be depleted? It’s the difference between getting your power from a generator and getting it from a battery. A battery can provide needed power but only for a limited time. A…

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The Best and Worst Ways to Save for Retirement

How We Save Makes All the Difference When it comes to safely arriving at the brighter future you’ve envisioned, the smallest things can make the biggest differences. This is because there are a number of factors working against you that can greatly affect your retirement nest egg. Taxes, inflation, market volatility and economic unrest are…

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The seminar was definitely worth the time – Review #251

The seminar was definitely worth the time. The information was timely and relevant. I wish I could have done this 20 year’s ago. -David W.

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The Power of Generational Wealth

A Generator Beats a Battery A handy way to visualize the difference in ways to power up your future can be found in examining the differences between a battery and a generator. You don’t need an advanced degree in electrical engineering to understand that a battery provides power for all kinds of electronics but only…

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Doug’s presentation is for any age group – Review #250

Doug’s presentation far exceeded anything I was expecting. I’m 45 yrs old and wish I learned this information 20 yrs ago!! Doug’s presentation is for any age group and I strongly encourage anyone in the 20’s and 30’s to attend to secure your financial futures!! -Cliff D.

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The Difference Between Bad, Good, Better & Best

Two Highly Helpful Acronyms Time is not on your side when it comes to the obstacles that stand between you and the brighter future you’re working to achieve. Of course, in this case, TIME is an acronym for the combined threat of Taxes, Inflation, Market volatility and Economic uncertainty. Each obstacle carries its own type…

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Everyone needs to prepare for the future at these very difficult times – Review #249

I would and have recommended your seminar and ideas to friends and relatives. Everyone needs to prepare for the future at these very difficult times. There are no rosy futures on the horizon with the tremendous national debt. Those ignoring it are just kidding themselves. – Patricia S.

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Taking Control of Taxes at Retirement

Death and Taxes Benjamin Franklin famously said, “In this world, nothing can be said to be certain except death and taxes.” While there’s no way out of the first one, there’s something that each of us can do to alleviate the second one. That’s not to say that we should avoid paying our fair share…

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We wish we…had this information 20 or 30 years ago. – Review #205

The Clarity Retreat exceeded my expectations! We wish that we would have had this information 20 or 30 years ago. Thank you, Doug, for teaching us how to manage our money intelligently. -Gloria S.

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