Financial Foundations» Wealth Building

Understanding Indexed Insurance Products

Steve Baker — Tue, 08 Jun 2010 03:47:40 +0000

This video is an introduction to the basics of Indexed Insurance Products and how the fit in today’s market.

If you would like to know more about Indexed Life Insurance and Annuitites, and how they could enhance your retirement portfolio, give me a call using the call me widget to the right. [...]

Protecting Your Business

Steve Baker — Wed, 19 May 2010 14:20:59 +0000

If you are a business owner, you have the added responsibility of your business to worry about on top of your family. The following information can help you start thinking about possible solutions to your needs and help you prepare to consult with us.

Helping Your Business Grow Don’t have a Harvard MBA? You’re [...]

The Family Retirement Plan

Steve Baker — Wed, 28 Apr 2010 14:45:54 +0000

Making the Most Out of Life™

The old expression, “Life is short,” requires perspective to understand. A teenager hearing this thinks you’re crazy and a middle-aged person thinks you’re spot on. The decisions we make — and when we make them — can create a domino effect that can either work for us or against us. Take [...]

Recovering Our Retirement Dreams

Steve Baker — Wed, 28 Apr 2010 14:36:19 +0000

In this report, we are going to examine the external pressures, autopilot spending and management of government entitlement programs that will impact you and your retirement. Please watch the video and then contact me for a [...]

The Family Retirement Plan In Detail

Steve Baker — Wed, 28 Apr 2010 14:35:50 +0000

With the Family Retirement Plan, you harness the power of tax deferred growth with tax free income to help you make the most out of life. Watch this 7 minute video and then contact me for a [...]

How To Be Wealthy but Look Poor On Paper

Steve Baker — Wed, 28 Apr 2010 14:31:10 +0000

When it comes to pursuing the American dream … most of us try as hard as we can to accumulate wealth so that we can enjoy a comfortable retirement and retire with dignity. But what if you were actually wealthy in retirement and at the same time looked poor to the IRS … how would that [...]

Buy Term Life Insurance & Invest the Difference?

Steve Baker — Fri, 02 Apr 2010 17:28:53 +0000

A Twist On an Age-Old Argument

It’s been debated for generations. Term life insurance versus permanent life insurance? Which one is “better”? In recent years a new concept has crept into the debate: rather than choosing a permanent life insurance policy, you purchase a lower cost term insurance plan and invest the difference.

This approach may be well [...]

Tips for Healthy Life Insurance

Steve Baker — Fri, 02 Apr 2010 16:48:39 +0000

At least 32 million U.S. households own insurance policies that are not appropriate for them, according to a recent survey.1 This doesn’t necessarily mean that people routinely buy the wrong insurance. It’s more likely that they buy good coverage but don’t update their policies to reflect changes in their lives.

Some obvious life [...]

What is Infinite Banking?

Steve Baker — Sun, 03 Jan 2010 07:00:43 +0000

“A good man leaveth an inheritance to his children’s children…” - Proverbs 13:22a

What if you could recover the interest expenses you pay to finance cars or other major purchases?

What if you could recover the “lost fortune” on the money you needlessly give to financial institutions?

What if you could do this on a tax-free basis?

If your is answer [...]