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email: gerald.house@lifestylefinancialsvcs.com
What is the Investment Worth?FRI MAY 28, 2021
Commercial Real Estate Investing What is the Investment Worth? How do you determine if the investment, whether it is a real estate investment or business opportunity, is right for your portfolio? Is there a way to determine or calculate the maximum amount you should pay for an investment and stil... Read More »
Adding "Value" To Your BusinessTHU MAY 27, 2021
I have always been a forceful advocate of managing and running a business as if it were for sale. This philosophy sometimes places me at odds with business owners who tell me they will worry about selling their business when the time comes for them to sell. Of course, it is not the actual selling... Read More »
Small Business Exit PlanningMON MAY 24, 2021
There comes a time when you will want to either sell or pass along your business to your heirs. How do you begin the process of exiting your business? What are the steps involved? How long will it take? What resources are available to assist in this process? There are several professional adviso... Read More »
Will Money Bring Happiness?WED MAY 12, 2021
There are many books on money, finance, and happiness, I will not try to replicate these ideas. However, it is important to understand how money relates to a person’s overall well-being. Naturally, the lack of money can cause anguish, depression, and even marital problems. What about a surplus of... Read More »
Turnkey Real Estate InvestingMON MAR 08, 2021
TurnKey Real Estate Investing TurnKey Real Estate Investing is not new, but there is a resurgence of interest in this investment type, predominantly residential properties. Many real estate investors, new and old pros alike, believe this is the best way to invest in residential real estate. TurnK... Read More »
The Lucky Bat!THU MAR 04, 2021
The Lucky Bat! When I was ten years old, I remember playing Little League baseball and getting on a hitting streak that seemed never to end. I found a “lucky bat” and used it for the rest of the season. Do you think someone could convince me to use another bat after all the success... Read More »
Total Return vs. Income InvestingWED MAR 03, 2021
Total Return vs. Income Investing The idea that income investing can make your portfolio less diversified is a statement often proclaimed by many financial advisors. These advisors will point out that income investing is the same as total return investing but with less growth. The ... Read More »
Annuities Receive a Bad RapMON FEB 01, 2021
Annuities Receive a Bad Rap The financial service industry enjoys a dominant following of investors who oppose employing annuities in their investment portfolio. Unscrupulous insurance agents who sold inferior annuity products inflicted this reputation upon themselves. Insurance agents brought ab... Read More »
Stock (Equity) and Bond (Debt) ReplacementsFRI JAN 15, 2021
Financial advisors and investment managers should consider absolute returns in all market conditions, not just traditional asset classes, when building an investment portfolio for a client. Investment strategies necessitate the need to look outside the traditional stock and bond portfolios of yes... Read More »
Life Insurance Retirement Plans (LIRPs)WED DEC 09, 2020
Life Insurance Retirement Plans (LIRPs) Do you know where many affluent investors place some of their money for retirement? Well, believe it or not, they invest in whole life insurance. But, wait a minute; this is not your typical whole life policy. It is a plan which has virtually been turned up... Read More »
Men Sit Up And Take Notice—Women Have More Money And Are Better InvestorsWED DEC 09, 2020
The financial service industry is developing and changing with the economic and technological advancements permeating our culture. We are witnessing changes in the financial industry both in the United States and in other countries. Still a male-dominated industry, we may see a plethora of change... Read More »
How Strong Is Your Why?TUE SEP 15, 2020
How Strong Is Your Why? Typically, our goals and aspirations lead us to effect changes in our lives. Without a strong why these goals and aspirations are often relegated to just another unsuccessful attempt to dream beyond our capabilities or reach for an unsuitable state for which we are not mat... Read More »
Re-Defining Retirement: The Social Dynamics of Life PlanningTUE JUL 21, 2020
We think of retirement primarily as a financial issue. Nothing could be further from the truth. Retirement, as defined by the new retirement generation called the baby boomers, is much more dynamic and requires considering several aspects of life planning. This new life phase necessitates prepari... Read More »
Investing For Cash FlowMON JUN 15, 2020
If you cannot take it to McDonald's and buy a burger with it--IT IS NOT CASH FLOW! Building assets in your investment portfolio is not a bad thing, but it should not be your primary goal. Building assets for future appreciation is an excellent goal once your cash flow investments are set in place... Read More »

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