Faith Based Investing

NOW IS THE TIME TO GET YOUR FINANCIAL HOUSE IN ORDER

The year is just about half over.  Are you heading in the proper direction?  Unsure of your financial future?  Give our offices a call at 866-594-9919 for a FREE 30 minute consultation!

Let us show you where to invest and  help you plan for a stronger financial future.

As you pursue your major life goals, you will need to plan to achieve financial objectives as well.

While your goals might not involve wealth, building personal wealth may allow you to achieve more of your dreams.

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What don’t you know?

Many Americans know about Roth and traditional IRAs … but there are also many other types of IRAs. Here’s a quick look at several basic classes of IRAs, as well as some variations and additional information.

Traditional IRA

(Contribution limit of $5,000, $6,000 if you are 50 or older)
A traditional IRA (or deductible IRA) is an individual savings plan for anyone who receives taxable compensation. IRA assets may be invested in any number of vehicles, and contributions may be tax-deductible. Earnings in a traditional IRA grow tax-deferred until withdrawal, but they will be taxed when withdrawal begins – and withdrawals must begin by the time the IRA owner reaches age 70½. If these Required Minimum Distributions (RMDs) are not taken at that age, a 50% penalty will be assessed on the amount not distributed. You cannot contribute to a traditional IRA after age 70½. The IRS considers all IRAs other than Roth and SIMPLE IRAs as traditional IRAs.

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Be vigilant, and be knowledgeable

Do you want to hand your heirs big tax problems? Would you like to hand the IRS a sizable chunk of your wealth? Probably not. But if you misunderstand the rules when it comes to inherited IRAs, you just might. Here are some missteps that IRA owners and IRA heirs often make – financial choices you might come to regret …

Thinking that a will or a trust can facilitate the transfer of IRA assets

Most IRAs don’t pass to heirs through wills or trusts (a few rare exceptions aside). The beneficiary form takes precedence – the form the IRA owner filled out and signed when opening the account. Problems arise when:

1. The IRA owner dies without designating a beneficiary

2. The designated beneficiary has also passed away

3. No one can find the beneficiary form (not even the IRA custodian, i.e., the financial institution that hosts the IRA)

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Corporate America is at it again…

Cisco Systems (NASDAQ: CSCO) just fired an employee who wrote a book on why same sex marriage hurts everyone. It was his opinion and written in his free time. By the way, looks like a great title and worthy read!

Cisco’s message:  you better agree with Big Brother or find another job.  It is quite interesting how left leaning corporations like Home Depot, Ameriprise, and  now Cisco Systems, who proactively support homosexuality, claim to be tolerant until you disagree with them.

They trumpet words like equality, inclusion, and diversity. They throw around their gay pride, yet have little tolerance for those who have a difference of opinion on a social issue like same sex marriage.  You must tow the line or head to the unemployment line such as the case with Cisco Systems.  READ MORE HERE

How is their corporate culture inclusive and diverse when you fire employees who disagree with your radical viewpoint? Maybe I am confused but what business is it of a company what an employee does with his or her free time?

What do you think? Was Cisco right to fire this employee?

Many have wanted to see a sneak peak of our monthly VIP Newsletter.

Here is a PDF version of our January 2011 issue:

FBI JAN 2011 as of 12-31-2010

You can sign up for membership HERE

With membership you get:

Create wealth with a purpose:

1. Get out and stay out of debt!

2. Save more!

3. Make better purchasing decisions!

4. Give more!

5. Create multiple income streams!

6. Be a better investor!

7.  Invest in your education!

- Investment recommendations

- Monthly classes

- One on one coaching

- VIP Resources and tools

- All this and more!

Over $1,500 worth of value for just $497* for 12 months!

Bonus:

You also get:

* Two 60 minute coaching calls ($500 value)

* VIP access to our training platform and VIP only webinars ($299 value)

* An autographed copy of The Faith-Based Investor ($20 value)

* FREE Ticket to “Master the Market” 5 Week training ($497 value)

Dedicated to help you grow, protect, and share wealth.

We look at helping you become a

- More passionate income earner

- More generous giver

- Wiser investor

- More cautious debtor

- More prudent spender               

“Socialism is great until you run out of other people’s money”

I was watching “I want your money” this past week and it got me thinking about how much our country is heading in the wrong direction. Many of us know it.   Look at any major poll and you will see frustration everywhere!

If you haven’t seen this documentary check it out!

It is interesting to see the major differences between Presidents like Reagan and Obama and the philosophical differences in those who believe capitalism is the way to go versus those who think socialism is the key to our future.

What many of our politicians don’t understand is this is not about winning an election but rather it’s about the morality and financial condition of our country.  Why are our leaders so concerned about elections when they should be focused on solving problems?

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On this Episode:

* 3 Reasons Stocks Could Go Higher  

* Is the Euro Crisis Spreading?

* The Credit Problems are coming back to haunt us…

* Why capitalism is better than socialism

Download the Audio:

podcast 26

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