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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Becoming Your Own Banker, Part 22: Get a Higher Rate of Return
Are you looking for a higher rate of return? If so, your quest may point you to an important secret…
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Surviving the Storm: Navigating War in Israel with Rabbi Lapin
When war across the world could mean war close to home or a whole world war … when conflicts thousands…
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Becoming Your Own Banker, Part 21: Cost of Acquisition
Financing costs are much more than just interest rates. First, there is the time required to obtain the financing, and…
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Marshall Family Banking System, Pt. 4
Want to see the real-time historical performance of the Infinite Banking Concept? Usually, when you hear about policy performance, it’s…
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Family Summit End-of-Year Strategies: Planning for Multigenerational Success
There’s a saying that “family isn’t just important, it’s everything.” This rings true for my family, the Marshalls, who are…
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Becoming Your Own Banker, Part 20: How to Live on Purpose
Are you unhappy with your job because you want more fulfillment and meaning out of life? Most people think retirement…
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