Q: How do you fund your family bank without decreasing your lifestyle? A: You can look for places where you are losing money unknowingly and unnecessarily and then redirect the funds! Learn more on the Crystal Clear Finances YouTube channel.... Read More
There are three main parts to a financial plan: Savings, Investments, and Protection. Positioning each component in a tax-efficient manner requires strategy and long-term planning. Join V on the Crystal Clear Finances YouTube channel as he reviews the purposes behind... Read More
In the midst of the great depression, J.C. Penny used a loan against his $3 million dollar life insurance policy to help his retail stores after the 1929 crash! Thankfully he had a properly funded, dividend paying, cash value life... Read More
Do you know the 4 types of tax planning strategies? Reorganization strategy: Designed to save immediate dollars before finding new money! Annual year-end tax planning: Allows for tax bracket maximization. Long-term tax planning. Strategically placing assets in the right places... Read More
Using your home equity to help fund opportunities or pay for unexpected expenses is common. But is it the most efficient way to use your resources? We believe a properly structured, dividend-paying, cash value, and Whole Life Insurance can provide... Read More
There are three types of behavior with money: The Spender, the Saver, and the Wealth Creator! Which one are you? More importantly, which one do you want to be? Tune into the Crystal Clear Finances YouTube Channel on Saturday mornings... Read More
“You need to get to where you are the depositor, the borrower, and the bank. No more middlemen! You and your family need to be the ones who profit from your hard work and the potential growth of every dollar!”... Read More
Family Banking can allow you to keep your money within your family! Why let others keep your interest or make money on you when you can take steps to create family wealth by learning how Family Banking works? Tune into... Read More
Transferring resources to our loved ones can be a satisfying expression of love, but is it the best step for them? Are they ready to receive the funds? Will it help or hinder their growth? Learn more on the Crystal... Read More
Once you understand your wealth potential, you can begin to plan the amount needed for retirement and the amount you could potentially transfer to those you love. Have you done your Wealth Potential calculation? Learn more on the Crystal Clear... Read More
