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Is Estate Planning Only for the Rich?

Jul 09, 2018 (0) comment , , , , , , , , , , , , ,

You’ve worked so hard to build your net worth, but it could fall into a sinkhole if you don’t do estate planning. Estate planning...

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What is an Annuity and How Does It Guarantee Income?

Jun 05, 2018 (0) comment , , , , , , , , , , , , ,

What are annuities and how do they work? Annuities are both a savings and an income investment that pays out over a period of...

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About Donald Turnbull

May 09, 2018 (0) comment , , , , , , , , , , , , ,

Your retirement is too important to leave to chance – make sure you get the golden years that your hard work has earned you...

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How to Double Your Money

Apr 10, 2018 (0) comment , , , , , , , , , , , , ,

  People often ask us, “How long will it take to double my money? You can find the answer with the rule of 72. ...

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Don’t all advisors offer Cash Flow Planning?

Mar 06, 2018 (0) comment , , , , , , , , , , , , ,

We wish the answer to this question was a resounding yes….unfortunately that is simply not the case. Only advisors who’ve sought out additional education...

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Do I have to follow a budget if I get a Cash Flow Plan?

Feb 13, 2018 (0) comment , , , , , , , , , , , , ,

Do you have to follow a budget if you get a Cash Flow Plan? No. A budget is basically the opposite of a Cash...

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Is there a fee for a Cash Flow Plan?

Jan 24, 2018 (0) comment , , , , , , , , , , , , ,

Cash Flow Plans are often worth hundreds of thousands of dollars and many Certified Cash Flow Specialists™ charge a fee for this work. At...

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What is a Certified Cash Flow Specialist™?

Jan 09, 2018 (0) comment , , , , , , , , , , , , ,

As financial services professionals, we want to help you get more life from the money you already have. That’s why Cash Flow Planning is...

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How do I prepare for a Cash Flow Planning appointment?

Dec 19, 2017 (0) comment , , , , , , , , , , , , ,

To prepare for your Cash Flow Planning appointment, you’ll connect with our office to book a FREE phone consult. This phone call takes as...

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What’s the difference between a Cash Flow Plan and a Budget?

Dec 05, 2017 (0) comment , , , , , , , , , , , , ,

What is the difference between a Cash Flow Plan and a budget? Budgeting is about deducting total expenses from income and trying to work...

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