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- OWNING YOUR FINANCIAL JOURNEY -


Tax Diversification In Your Financial Planning
By Aaron Peck and John Norman There are many areas to consider when building and reviewing a financial plan for retirement. We often hear...
May 3, 20242 min read
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You're So Worth It. Make Life Insurance Part Of Your Financial Strategy.
You’ve got this. Your career is on fire. Your personal life is right where you want it. You’re not just a money earner — you’re your own...
Mar 28, 20242 min read
110 views


Tax-Deferred Isn’t Always Tax-Preferred
By Kenny Porter, Kenneth Porter & Company Beliefs Drive Behaviors If I believe that I will win the Powerball lottery in the next draw, I...
Feb 22, 20242 min read
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Whole Life Dividend Usage Further Explained - Part 3
John "Hutch" Hutchinson | Founder, Banking Truths In the final article of our three-part series, the usage of dividends in whole life...
Jan 18, 20244 min read
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Planning Ideas For A New Year
By Leap Systems The holidays are over. Decorations have been put away. New Year’s Eve has come and gone and it’s the start of a new year....
Jan 5, 20242 min read
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