Simple, Tax-Free Retirement Strategies

Insight on business, estate planning, finance, life insurance and tax-free retirement.

Twitter & Business Owners

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...

Continue reading »

Posted in Business | Make a Comment

The Problem with "Do It Yourself"

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...

Continue reading »

Rapid Planning Method

Saturday January 1, 2011

Forget Resolutions. Get Results.

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....

Continue reading »

My 2010 Reading List

Saturday December 18, 2010

This year I have decided I would share some of my favorite books. These are books that I have read, re-read, studied, implemented and believe that they had made a true impact on my business and personal life.

The Heart Mender by Andy Andrews

(From the authors website) In 1942 and 1943, German subs are dispatched to the Gulf of Mexico to sink U.S. vessels carrying goods and fuel. While taking a...

Continue reading »