What Is a Securities Backed Line of Credit? Specialized loan on your investments such as stocks, bonds and mutual funds. No 1099 to access funds, puts you in greater control and usually with more favorable rates as well.

We discuss some recent studies on eldercare and its impacts then discuss some practical next steps and lastly some possible solutions.

I stumbled upon something small but yet significant to my life and like to share it and some takeaways or lessons. Unexpected joy in doing something healthy and rewarding and now I love to share this with others.

In this episode, I summarize for you Stephen Covey's 7 habits for highly effective families. I love sharing this with you and trust it will spark ideas and topics for conversation in your family. Be proactive. Begin with the end in mind. Put first things first. Think win-win. Seek first to understand, then to be understood. Synergize. Sharpen the saw.

In this podcast, I summarize a popular book that came out several years ago by author Robert Kiyosaki called Rich Kid Smart Kid. Cover 7 key points and I close with some practical advice from my own experience.

Did you know there have been significant improvements in annuity costs and expenses in the past few years and a new distribution channel has made this possible. Registered Investment Advisor fee only annuity has several advantages discussed in this short podcast. You can reach me at scott@stewardshipmatters.net