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Financial Planning For Beginners: First Things First

What’s the first thing I should do to begin financial planning?   My wife and I are expecting our first child, so I’m motivated to get serious about financial planning. My question is, where do I start? I already have a savings account and a 401(k) plan through my employer. Should I invest in the …

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Ask Beau | Life Insurance Products – What Are Living Benefits?    

I keep hearing about new life insurance products and something called Living Benefits. What does that term mean and do you recommend them? Life insurance products can do more to leverage your money and strengthen your financial position than most people realize. Today’s newer policies have adapted to the need for more safety and protection …

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Ask Beau | Change Your Results By Changing Your Mindset

Yeah, I get it, but how do I DO it?    I’ve been trying to get my business going for five years now and I’m exhausted. I’ve read every book, tried sure-fire marketing methods and success formulas. Sometimes things work for a while but eventually I always end up back where I started: worried about …

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