While we normally aim to provide largely educational content, sometimes the occasion arises that we need to do some direct “promotional educational content,” as is the case today. Specifically, we’ll be sharing some background on our services as they exist today, drivers for upcoming changes, and what you can expect to see in 2026. We’ll be back to our regular …
Book Review: The Wealth Ladder
Bottom line up front: I really want to like this book, but I can’t recommend it. 2 out of 5. So why? For some context, the author of “The Wealth Ladder: Proven Strategies for Every Step of Your Financial Life” Nick Maggiulli, wrote one of my favorite books on investing, “Just Keep Buying,” back in 2022. That book did a …
Preparing for the Warranty Expiration
When I was in my initial training, licensing, and education as a financial advisor, there was a requirement in the state of Colorado that you complete a specific licensing course for the sale of long term care insurance. The instructor, an insurance brokerage executive who had been in the long term care insurance game so long that he’d literally driven …