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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Deferred Sales Trust: Defer Capital Gains Taxes With More Flexibility Than a 1031 Exchange
Do you want the freedom to sell real estate at the top of the market and wait to invest until…
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When Should You Use a 1035 Exchange with Life Insurance?
Do you have a life insurance policy you’re concerned may not last, lacks guarantees, or may lapse, and you’re wondering…
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Family Banking Strategy with Whole Life: An 11-Year Case Study, with John Moriarty
This week, we welcome John Moriarty back to the Money Advantage Podcast. In Part 1, we talked about building a…
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Wealth Transfer Risks that Can Cost You Big, with Ron Phillips
Want to know what happens to your real estate portfolio after you’re gone? In this episode, we’re talking with Ron…
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How Safe are Life Insurance Companies?
We frequently discuss high cash value life insurance here at the Money Advantage, yet with the financial uncertainties of COVID-19,…
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Custom-Designed Estate Planning, with Stephen Haynes
Considering estate planning, but not sure how to make it work best for your family? Wondering how to balance your…
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