GROW

As you unleash your inner powerhouse and build the strong basis from which you can springboard and thrive, you will want to find ways to grow and preserve your foundation. At this economic phase the focus is on growth. As a financial powerhouse, your ongoing success is found by making your money work for you. You see, there’s this pesky, annoying thing called inflation that depreciates the value of our money, and can actually cut it in half in approximately every 20 years or so—ultimately reducing our buying power. This makes the money we have today worth less in the future, and for that reason, we need to grow and invest so we can get returns that keep up with inflation.

To keep up with inflation and grow their money, people With the passive approach people invested in stocks, bonds, mutual funds, options, different types of currency, traditional real estate,and/or businesses. To do this they might invest in their retirement accounts such as 401(k)s and IRAs, to name a few. Smart money, on the other hand, begins with the end in mind. Smart money people, they think of the growth, of course, but also consider the distribution of income. They invests in tax-advantaged investments and uses specialized strategies to minimize taxes on Real eEstate and by utilizing with accounts such as the Roth IRA or Roth 401(k). They also and further grows wealth through dividend-paying, cash-value-life insurance programs.

Smart money realizes that it they can only focus on what it they can control. In investing We can’t predict the future when we invest, yet there are tactics and strategies we can employee, some things we can control as mentioned above, and which can contribute to the growth of our money, savings, and investments.

grow-main
grow-main

GROW

As you unleash your inner powerhouse and build the strong basis from which you can springboard and thrive, you will want to find ways to grow and preserve your foundation. At this economic phase the focus is on growth. As a financial powerhouse, your ongoing success is found by making your money work for you. You see, there’s this pesky, annoying thing called inflation that depreciates the value of our money, and can actually cut it in half in approximately every 20 years or so—ultimately reducing our buying power. This makes the money we have today worth less in the future, and for that reason, we need to grow and invest so we can get returns that keep up with inflation.

To keep up with inflation and grow their money, people With the passive approach people invested in stocks, bonds, mutual funds, options, different types of currency, traditional real estate,and/or businesses. To do this they might invest in their retirement accounts such as 401(k)s and IRAs, to name a few. Smart money, on the other hand, begins with the end in mind. Smart money people, they think of the growth, of course, but also consider the distribution of income. They invests in tax-advantaged investments and uses specialized strategies to minimize taxes on Real eEstate and by utilizing with accounts such as the Roth IRA or Roth 401(k). They also and further grows wealth through dividend-paying, cash-value-life insurance programs.

Smart money realizes that it they can only focus on what it they can control. In investing We can’t predict the future when we invest, yet there are tactics and strategies we can employee, some things we can control as mentioned above, and which can contribute to the growth of our money, savings, and investments.

Passive Money Vs Smart Money

  • CD/MMA

    Passive Money

    mma

    Tax Efficient Investments

    Smart Money

    EMERGENCY FUND

  • bonds

    Passive Money

    bonds

    Municipal Bonds Laddering

    Smart Money

    High Yield Savings

  • Stock Picking

    Passive Money

    Pay Down Debt

    DIVERSIFIED PORTFOLIO

    Smart Money

    Diversified-Portfolio

  • 401(k)s and IRAS

    Passive Money

    iras

    ROTH-RLA & DB

    Smart Money

    Income Planning

  • Cash

    Passive Money

    Use Debt

    Cash Value Life Insurance

    Smart Money

    Risk Management Planning

  • Real Estate

    Passive Money

    Wait-See

    Entity-Owned Real Estate

    Smart Money

    Legal Docs & Contracts

Named Advisor of the year by National Association of Insurance and Financial Advisors
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