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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Paying off your mortgage can feel like one of the clearest signs of financial freedom. I understand the appeal. For many families, that monthly payment…
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Latest Articles
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How Whole Life Insurance and Austrian Economics Go Hand-in-Hand
Imagine being told that the best way to help others is to first help yourself. This timeless piece of advice,…
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The Power of Family Meetings: Building a Multigenerational Legacy of Wealth and Unity
Imagine two families, both immensely wealthy at the height of their fortunes. One family, the Vanderbilts, saw their immense wealth…
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Infinite Banking During Economic Uncertainty: A Reliable Strategy
Imagine living during World War II, a time of profound global economic uncertainty. While governments struggled to manage soaring debts…
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Passing the Torch: Multi-Generational Business Succession Strategies
In seventh grade, Mark Anderson mowed lawns for $3.50 a yard, saving diligently for his first major purchase—his future wife…
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Where Life Insurance Companies Invest Their Money
It helps to know where the insurance company puts your premiums to work to understand how an uninterrupted compound interest…
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IBC Q&A: Lump sum, paid-up policies, loan interest, term riders, & the economy
In today’s blog post, we explore the insights Bruce and I shared while answering listener questions about building a self-sustaining…
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