Articles

When it comes to establishing goals, it is often a good idea to work backward. What is the end result you want? Stephen Covey had it right when he said, “begin with the end in mind.”…

Let’s look at three typical money goals for the average American. You want to sock something away in savings every month. You’d like to have some life insurance to cover the unexpected. You need a car…

One of the first concepts that really caught my interest when I was taught the principles of what we now call Uncommon Banking was the concept of the junk drawer. We all have one, right? That…

Whether we put it on a credit card or deplete our checking or savings accounts to purchase something, we are financing the things we buy. We are trained to hand over most of the money that passes…

The basics of banking are pretty simple. We all get paid, buy things, and need a place to store and move money around while all of this is happening. We store our money in banks and…

It’s a rite of passage for many of us. When you were young, maybe your parents started a savings account for you. When you got your first job in your teens, you started depositing money. And…

We love this question and never hide from it. This is your money and it’s important that you understand where your money is going when you work with us. A big part of our strategy for…

The single most important point to understand about cash-value life insurance and banking is that it all comes down to dividends. Understanding the power of dividends when they come from the right financial instrument can literally…

I grew up in a house where money was thought of and utilized in pretty conventional ways; work for someone else, save where you can, don’t spend frivolously. All great advice. I feel fortunate in so…