Is there a Jail House Notary?

David Phelps and I hope that you had a great Christmas and enjoyed time with family and friends, reflecting on the real importance of this time of year.  This is the follow up to the email we sent you last week. I needed to conclude the property transaction from the...

Where is the disconnect?

“Hey Jim, If it was so easy, why isn’t everyone talking about using the Roth IRA strategies that you and David talk about?” To build or acquire sustainable investment assets that will provide for you for the rest of your life takes some action on your part. Totally...

What if tomorrow never comes?

Guest written by: David Phelps I was struck hard yesterday by the loss of a friend and colleague. “It wasn’t her time.” She was only 37 years old, leaving behind a 6-year old daughter and a loving husband. Shocking – we always ask...