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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Diversification Is Ignorance Protection
Diversification is typical financial planning advice that average investors use to protect themselves from losses. Simply put, diversification is ignorance protection.…
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Saving vs. Investing: What Is Investing? Part 2 – How to Find Your Best Investments
In a sea of investment choices, it can be overwhelming to determine which are the best investments for you. But…
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Personal Finance Solutions for REALTORS®, with Moses Seuram
Many successful REALTORS® struggle when it comes to planning for the future. They have high incomes, live an upper-middle-class lifestyle…
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Saving vs. Investing: What Is Investing? Part 1 – Cash Flow
Most investing returns fizzle far beneath our expectations. When we most want our money to generate cash flow, we end…
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Transform Your Life and Business with the Power of Gratitude, with Kevin Clayson
We interviewed Kevin Clayson, author of FLIP the Gratitude Switch. He has made it his life’s work to empower people with…
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What Is Your Financial Picture?
As important as savings is in our financial life, there is a lot of confusion surrounding the idea of savings.…
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