James H. Willis, III
Founder and President
There are Bulls and Bears—there are always people on both sides of the equation. Maybe, some are being positive and others negative we would say. Or, there are those that seem to always see the “silver lining” and those that see or feel the dark cloud coming. Who knows, perhaps they are both right?
I would like to share some ideas or Big Picture concepts that should be helpful for you to make better decisions in your retirement planning. My personal convictions do mirror that of Ron Blue (material in our Kingdom Advisor Core Training). We begin that economic uncertainty is certain. Simply put, it means money, business, and investments are affected all the time, we just don’t know how, when, or where. Next, economic cycles are normal. Yes, we will have economic ups and downs and we should plan for both. The future cannot be predicted. We can show you the past, but there is no real certainty for the future.
Now we need to understand that investments are a tool one uses to accomplish financial objectives. They are not an end in themselves. Many things may have “investment value” but they are not in reality an investment, like our “Fixed Index Annuities” guaranteed principal and lifetime income guaranteed.
Next, there are the three phases of money; Accumulation, Preservation, and Speculation.
Note that one accumulates wealth by spending less than they earn over a long period of time. You may want to re-read that statement. The one who preserves wealth accomplishes this by following the Biblical principles of diversification. Also, investment speculation should only be done after asking a few questions; “What would God want me to do with extra money?” and/or
“Can I afford to lose it?”
Finally, having my Biblical principles influence my use of money has proven to be a wise decision. To get the specifics for your situation and needs, contact a professional. Give the Willis Agency a call. We have been helping people just like you since 1988.
Caring for you and yours,
Jim
Here are some verses for reference:
Proverbs 28:22: “He that hasteth to be rich hath an evil eye, and considereth not that poverty shall come upon him.”
Proverbs 22:7: “The rich ruleth over the poor, and the borrower is servant to the lender.”
Proverbs 6:6-8, 2 Peter 3:4b, Ecc. 11:1-2, Proverbs 9:20-21, Phil. 4:6-7
The Willis Agency, Inc
813-948-9109
Jim@TheWillisAgency.com
www.TheWillisAgency.com
1 Peter 5:7