Asset Protection, Finances, Retirement, Small Business, Tax Planning, Wealth Management

We are Thankful for YOU!

BY Admin | December 3, 2021

As we reflect back on the year, we are grateful for the challenges and growth that we all have gone through this year, our personal lives, business, and relationships have matured through education and increased understanding, sadness and sorrow, love, economic and financial changes. Through it all, we have each had marvelous and exciting experiences!…

Finances, IRA, Retirement, Tax Planning, Wealth Management

New Capital Gains Tax Causing Money Shuffle

BY Kendal Blunck | December 1, 2021

Many wealthy investors are selling their stocks, company shares and other capital gain assets to avoid some of the upcoming capital gains tax. Personal finance experts are taking a hard look at the new tax laws that are coming down the pipe across the country, especially in California or Washington and encouraging moves into other…

Finances, Insurance, Tax Planning

Women Need Life Insurance Too! Protect Loved Ones and Find Tax-Advantaged Savings

BY Admin | August 3, 2021

By Harold Goldman Women now makeup nearly half of the workforce and are a more central part of a family’s income than ever, yet they are also consistently under-covered and under-funded when it comes to life insurance. According to a 2013 Pew research study, women are increasingly the primary breadwinners among American families. Four (4) in ten (10) American households…

Finances, Tax Planning, Wealth Management

Expert Interview Series: Phillip Christenson of Phillip James Financial About Retirement Financial Planning

BY Admin | July 27, 2021

Phillip Christenson is a financial advisor and portfolio manager for Phillip James Financial, an independent fee-only financial planning company in Plymouth, Minnesota. He works personally with clients on wealth management issues and was recently named one of the Top 100 Financial Advisors by Investopedia. We had a chance to sit down with Phillip to hear his…

Go to page

Register For A FREE Asset Protection Summit!

Join thousands that have attended the Longest Running Wealth Protection Event in the nation. America’s greatest attorneys and trainers, LIVE and in-person at one event.