by Brock Fortner | May 16, 2025 | Life Insurance
“Where should I invest my money?” It’s the question I hear most often from clients and prospects. People want the magic answer. They hope I’ll reveal the perfect investment that guarantees returns. But I can’t tell you where to put your...
by Brock Fortner | Apr 30, 2025 | Life Insurance
You’re staring at three different retirement accounts from old jobs. Your insurance policies are scattered across three different agents. Last month, you missed a credit card payment because the bill got lost in your email. And when your accountant asked about...
by Brock Fortner | Apr 23, 2025 | Life Insurance
Ever feel like budgeting is just a boring exercise and a depressing look in the rearview mirror? That’s because budgeting sucks! You need a better cash flow management system. With budgeting, you sit down, crunch numbers from last month, and realize you’ve just...
by Brock Fortner | Apr 16, 2025 | Life Insurance
Effective financial planning isn’t just about growing wealth. It’s about creating a comprehensive system that works for you both now and in the future. There are nine essential characteristics of an ideal financial plan. These are detailed in the...
by Brock Fortner | Apr 9, 2025 | Life Insurance
If you’re like me, you probably have one of those junk drawers in your house—a catch-all for tape, scissors, batteries, clips, and more. Every household has one. I bring this up because most people live with a financial junk drawer, too. Over the years, you’ve...
