capital preservation

5 key takeaways from 365 straight days of posting on LinkedIn (and why it’s time for a reassessment). 1. Authentic Blueprint Communication: Each of my LinkedIn posts was an expression of my Blueprint (ask me more about how I can help you with this). It wasn’t about selling, but about revealing who I am and…

Why am I even doing this? Sound familiar? Have you spent years climbing the career ladder but never stopped to ask ‘why?’ I did after 17 years in the Navy. And what I realized changed everything. Committing to self-discovery and understanding my Blueprint was a game-changer. It allowed me to: Unearth the ‘why’ behind every…

3 Essential Ingredients You Can’t Afford to Ignore in Your Plan Life rarely follows the script we set. A resilient plan should include contingencies for: Adaptability Flexibility Learning A more resilient approach is: Fluid Adaptable Ready for anything Because one thing is for sure. Plans will be disrupted by the unexpected. Does your financial strategy…

Whole Life Insurance: Borrow vs. Withdraw – Which Option is Right for You? As a real estate investor, I prefer borrowing against my cash values. Let’s break down the pros and cons of each option (not exhaustive): Borrowing: Pros: Flexibility Skip underwriting Policy growth continues Avoid taxes or penalties Cons: Lower death benefit Compounding loan…

Sick of following the herd? Focus on resilient capital keeping. Here are 3 guiding principles to step forward: Don’t be afraid to break from the herd. Focus on keeping more of what you earn. Seek access to alternative financing options. Which of these principles resonates the most with you? Feeling daunted by big leaps? Remember,…

Are you looking for a capital storage solution that preserves your wealth and gives you access to opportunities like real estate? I was too. 10+ years ago, where I kept my money prevented me from buying the real estate I wanted. I reflected on some key questions and made a change: Do I need access…

Why is capital preservation critical to long-term financial success? Not only to preserve capital but to have access to its value. Preserving capital is vital because it enables me: to have the resources to meet ongoing expenses to invest in future opportunities to handle unplanned events Without access to capital, I will struggle: to meet…