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...
by Brock Fortner | Apr 2, 2025 | Life Insurance
We’ve had hundreds of conversations with clients about improving cash flow. Those talks have revealed some powerful insights. Most people’s wealth is created or lost in how they handle their cash flow. From our conversations, we’ve observed some common patterns...
by Brock Fortner | Mar 26, 2025 | Life Insurance
In 1877, as Cornelius Vanderbilt lay dying, he whispered final words of advice to his heirs: “Keep the money together.” They didn’t listen. Within a few generations, one of history’s largest fortunes—worth over $250 billion in today’s...
