Your economic situation is a matter of choice, not a matter of chance. Misguided and self inflicted, many decisions are made with a lack of knowledge.

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The Defining Moment

What you know today will determine where you will be five to ten years from now. Understanding the challenges you face in the next 3,000 days is critical.

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The Business of Learning

Knowledge can be memorized, but wisdom is the art of applying knowledge to one’s life. Without a process or a guide in your decision making, recognizing the difference between opportunity and a company’s sales goals could be difficult.

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Owning a Home

Representing one of the largest transfers of wealth in your life is your home. Owning a home is part of the traditional American dream.

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Taxes

Forty percent of the average American’s income now goes to some form of tax, which is more than the average family spends on food, clothing and housing combined.

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The Family Legacy

Imagine all the opportunities in life that have passed you by simply because you weren’t aware of them. There may be an opportunity right in front of you that you just don’t see.

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Misguided Wisdom

Many of the financial lessons that the average American uses today are based on “what you have been told to think” not “how to think”.

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The Thought Process

It is difficult to get the right solution when you’re starting out with the wrong premise. If you center your future around a false belief system, your life will be the result of what you believe. Financially, we assume things to be true that may not.

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Insurance

A wise man once said “if something has no value then don’t insure it.” Unfortunately, many believe that to receive benefits from a life insurance policy someone must die. This is not always true.

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The Charitable Legacy

You may have an opportunity that could change lives now and that of future generations. You too can discover how to deliver “gifts of a lifetime”. You can make a difference and change the world one gift at a time.

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College Funding

Wealth & Wisdom

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