In addition to reading, there’s another success habit you’ll want to cultivate. You’ll want to start attending and networking at investing and industry conferences.

First, there is no requirement that your business makes any particular amount of money! Second, a brand-new business with no track-record is allowed to establish and administer a QRP plan.

A Revocable Living Trust is an entity specifically set up for estate planning purposes whereby the grantors (let’s say, a husband and wife) form and place assets in a trust for the benefit of themselves, while retaining control of those assets as trustee. Got that? The original holder(s) of the assets wears all three hats: grantor, beneficiary, and

Envision the exact life you want to experience and then start putting numbers to it –

In the book, “Choose To Win” (another book written by Tom that I recommend you purchase and study) he introduces another powerful graphic tool that I call the Be-Do-Have-Give staircase. The staircase tool relates and combines the seven spokes of the Wheel of Life with a staircase depicting the path you must take on your journey of optimal personal

Start building professional relationships today. Your attorney, your CPA, your real estate broker, your lender, your insurance broker, your precious metals dealer, and your network of like-minded investors can be your greatest strength. These are the people with whom you will execute your strategic investing plan.

Of course, there is a third way, neither the road to riches, nor ruin, but a middle place, a place that I call “abject financial mediocrity.”

By investment vehicles I am talking about the actual things you invest in. This is separate and distinct from investment structures, which are the legal and financial frameworks of your investments.

In other words, your estate is all your stuff. This includes your real estate, as well as your tangible personal property (golf clubs, cars, boats, etc.) and intangible personal property (copyrights, stocks, limited partnership interests, life insurance contracts, etc.). Your estate also includes your debts. Estate planning is nothing more than mak