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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Estate planning for generational wealth starts with purpose. Learn how wills, trusts, life insurance, and a family bank can work across generations.
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Latest Articles
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Before You Buy: The Questions Every Infinite Banking Practitioner Should Be Able to Answer
Infinite Banking has grown fast. Really fast. And with that growth has come a flood of practitioners, coaches, agents, and…
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Fear Is the Most Expensive Financial Advisor You’ll Ever Have
The most expensive financial advisor many people will ever have doesn’t send an invoice. It doesn’t show up on a…
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What 54 Life Insurance Policies Reveal About Family Banking
SEC Chairman Paul Atkins and his wife reportedly own 54 life insurance policies. Yes, fifty-four! Most people see that headline…
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Indexed Universal Life Insurance Is Not for Everyone: Who Should Not Buy an IUL
IUL gets pitched to young professionals, families, business owners, retirees, and pretty much everyone in between. The message is always…
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When Financial Complexity Hurts More Than Helps
There’s a belief in the financial world that complexity equals sophistication. The more moving parts a strategy has, the smarter…
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Save Automatically & Invest Intentionally: The Order That Changes Everything
You set up your 401(k) contributions years ago. They go out of your paycheck automatically, before you even see the…
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