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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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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Latest Articles
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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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Becoming Your Own Banker, Part 19: The Retirement Trap
Prepare to see retirement in a new light as we dissect the traditional financial paradigm and question the perceived desirability…
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Becoming Your Own Banker, Part 18: 3 Things You Need to Get Started with Infinite Banking
Change isn’t easy. It’s almost always more comfortable to stay the same than it is to do something new. What…
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Becoming Your Own Banker, Part 17: IBC Capitalization with Equipment Financing
Infinite Banking gives you the advantages of cash value, dividends, and a death benefit that all grow over time, making…
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