Blog

Stop treating yourself like the worst employee in your business

Amy Greene | Quick question that might make you squirm: If you treated your team members the way you treat yourself financially… Would they stay? Imagine telling your VA: “I’ll pay you when I have a good month and once… Read More

This Nearly Took My Marriage

Angie Carlson | Budgeting was supposed to fix our financial challenges.  Instead it nearly took my marriage. Let me take you back to my darkest financial moment. And yet another fight with my husband about why we were over budget.… Read More

Angie Carlson

Angie Carlson is a financial coach who helps couples break free from money rules so they can enjoy their wealth without guilt. Drawing from her own journey of overcoming seemingly impossible challenges – from having no hearing for her first… Read More

Policies for individual business owners, employees, and self-employed professionals:

For individual business owners, employees, and self-employed professionals: Life insurance  Disability income insurance Business overhead insurance Long-term care insurance Immediate and deferred annuities Professional liability insurance Medicare supplements International travel temporary medical insurance Read More

Life Insurance Policy Reviews

Comprehensive Review of Permanent life insurance: Conducted by: Independent third party – industry leader Checks for: Adequate funding Performance as projected Fair pricing Sufficient protection Criteria for evaluation: Financial strength and claims-paying ability Cost competitiveness Pricing stability Relative policy value… Read More

Insurance policies for corporate directors, officers, and executives:

You can indemnify your corporation against potential losses due to death, disability, legal and fiduciary misconduct, and public disgrace/adverse media exposure. Coverages include: Key Person Life insurance: Your company can receive cash quickly in the unfortunate death of a key… Read More

Life insurance for men and women who represent a higher underwriting risk

Life insurance for men and women who represent a higher underwriting risk due to health, lifestyle, personal record, or other factors: You can purchase a competitively priced policy through a highly specialized “impaired risk” brokerage and consulting team. Virtually all… Read More

Life Insurance Policy Audits

An audit is simply a check-up on your life insurance policy to make sure it is doing its job. It doesn’t require much of your time and costs you nothing, yet it gives you the peace of mind you expect… Read More

Stop Shoulding All Over Yourself

Angie Carlson | I Don’t Believe In Telling Couples what they “should” do with their money. And it has been one of the main reasons why my clients have seen incredible results in a short period of time. Results like:… Read More

The Dangerous Money Myth Keeping Entrepreneurs Financially Stressed

Amy Greene I recently asked the question: What’s the WORST financial advice you’ve heard as an entrepreneur?” And the responses were astounding. Here are some highlights: * Going into business for yourself is too risky; you’re crazy to leave a… Read More