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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Ted Benna: Reflections from the “Father of the 401(k)”
If you listen to the “financial experts” on tv or the radio, you will hear the typical blanket advice that…
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4 Ways to Save Money on Life Insurance
Now, when you’re shopping, you want to make the best decisions, and it’s not always about the price. If you…
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How to Shop for Insurance Pt 3: Life, Health, and Disability Insurance
Life, health, and disability insurance protect you, your body, your wellness, and your livelihood. This range of coverage includes some…
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How to Shop For Insurance Part 2: Home and Auto Insurance
Home and auto insurance are two pillars of insurance protection that are almost universally understood to be necessary. However, when…
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How to Shop for Insurance Part 1: 7 Tips to Save on Insurance
When you shop around for insurance, it’s best to start with a game plan. Then you know what to look…
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The Go-Giver: The Unexpected Secret of Success, with Bob Burg
If you have been reading The Money Advantage blog for a while, you may already know that The Go-Giver book…
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