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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Wellings Capital: Opportunities in Commercial Real Estate, with Paul Moore
Wellings Capital provides access to value-add recession-resistant assets. They’ve accomplished this by partnering with expert operators in the storage facility,…
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15 vs. 30 Year Mortgage: Myths About Paying Off Your Mortgage
When it comes to paying off your mortgage, the 15 vs. 30-year mortgage question can stop you in your tracks. …
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Stacey Brown Randall, Generating Business Referrals Without Asking
Stacey Brown Randall teaches you how to generate referrals to grow and scale your business, without asking. Better yet, she’s…
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Key Man Insurance: Protecting Your Business, Profits, and Livelihood
If you’re wondering what key man insurance is and why it matters, it’s a powerful way to reduce your company’s…
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Never Split the Difference, with Chris Voss
Never Split the Difference is making waves in the business world by demonstrating that negotiation starts with the most counterintuitive skill…
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The Night I Almost Died, and Why My Family Wouldn’t Need a GoFundMe
You can survive dying without needing a GoFundMe. I’m living proof. Three weeks ago, I almost died in an emergency…
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