Insight on business, estate planning, finance, life insurance and tax-free retirement.
Wednesday January 12, 2011
In my opinion, Twitter, in the industry of estate planning, retirement and insurance, is still questionable for a viable means to market services. To me, it is similar to jogging on a treadmill: you may run three miles; however, you haven't gone anywhere.
I have both a personal account (@kylecarlton) and a business account (@carltonfg) which appears to conflict the way most businesses in my industry are utilizing this tool. It appears that most people are mixing their business and...
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Monday January 10, 2011
"Put not your trust in money, but put your money in trust." Oliver Wendell Holmes
The Revocable Living Trust has been in existence in the United States for well over 200 years (Patrick Henry is said to have drafted the first). Until recent years they have been reserved for the wealthy: the Rockefellers, the Kennedys, the Astors. Even former President George W. Bush has been quoted saying his assets are in a trust. As a method of estate planning, the living trust is...
Posted in Estate Planning , Legal Planning , Living Trust | Make a Comment
Wednesday January 5, 2011
What is the longest distance between two points? In my experience, it's typically a shortcut.
Our society has created a culture that allows instant access to any and all the information we desire. We are self-diagnosing our own medical conditions without going to the doctor, buying life insurance on-line without an agent's advice, preparing our own trust, building our own websites and the list goes on an on. The old cliche, "you get what you pay for" has apparently escaped the minds...
Posted in Business , Estate Planning , Financial Myths , Investing , Legal Planning , Life Insurance , Retirement | Make a Comment
Saturday January 1, 2011
This time every year, people make New Year's resolutions by setting goals to make the impending year their best year ever. Stop smoking, lose weight, finish school, get out of debt, and start a business are some of the most popular each year. In the past I have made lists that consisted of: 100 things to do before I die, how to increase my income, ways to spend more time with the ones I love, and trivial materialistic items to enhance my lifestyle....
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