Legacy Wealth Planning Insights for Entrepreneurial Families
Personal finance for the entrepreneurially minded — build cash flow, control your capital, and create wealth that lasts for generations.
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How much money is generational wealth? Learn why no single number creates a lasting legacy and how systems, stewardship, and wisdom help wealth endure.
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Latest Articles
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What Is the Cash Surrender Value of Life Insurance? And Why You Probably Shouldn’t Use It
Learn what the cash surrender value of life insurance means, how it differs from cash value, and when a loan or withdrawal may preserve more options.
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What an IUL Illustration Doesn’t Tell You: Guaranteed vs. Projected Values
An IUL illustration can show a large future number, but the crediting rate is not your net return. Rachel and Bruce break down caps, spreads, the 0% floor, and the costs that keep running while you wait for growth.
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How to Pass Down Family Wisdom Before Wealth Changes Hands
Wise inheritance planning does more than prepare the assets for the heirs — it prepares the heirs for the assets. Rachel and Bruce share five ways to pass down values, stories, and judgment before wealth changes hands.
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When Can You Start Using a Whole Life Policy? The Truth About Policy Loans
A properly designed whole life policy can make a policy loan available surprisingly early. Rachel and Bruce explain how policy loans actually work, what you are really borrowing against, and why how soon you can borrow is the wrong question to design a policy around.
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Whole Life Insurance vs. Annuities: Why Whole Life Can Be the Stronger Foundation While You’re Still Building Wealth
When people ask whether whole life insurance or an annuity is better, I think there is a more useful place…
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HELOC vs Infinite Banking: Why Borrowing From a Bank Is Never the Same as Being the Bank
Paying off your mortgage can feel like one of the clearest signs of financial freedom. I understand the appeal. For…
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