Our job is to advise on the creation and maintenance of people’s wealth. As a result, we have spent countless hours studying high net worth (HNW) individuals. From our experience, we have found the wealthiest individuals to display 6 common habits. 1. They Make Money in Their Sleep As kids,...
Read PostA Tax-Free Hedge for Your Business
Split-Dollar Critical Illness Insurance allows you to reduce risk and optimize tax in your company. How it Works Critical Illness insurance pays you a lump sum of cash when you are diagnosed with a life-threatening illness. Like other insurance contracts, you pay for the premiums each year (or,...
Read PostBomb Shelter Investing
Since the arrival of COVID-19 our world has been in a constant state of uncertainty. Uncertainty about COVID-19, the stock market, our businesses. Uncertainty is a common catalyst for fear. When making financial decisions, fear clouds our ability to make the 'rational decision'. So how do the...
Read PostHow to Capitalize on Today’s Markets
The worst single-day decline since 1987. The worst week since the financial crisis. After 132 months, COVID-19 has ended the longest bull market run in history. Does this mean the good times are over? History would say no. Rather, in every market correction since the 1950s, the S&Ps...
Read PostTop 6 Tips To Manage Your Group Benefits Plan
Why Is It Important to Provide Group Benefits? Glassdoor did a survey which significantly (79%!) determined that employees prefer group benefits over a salary increase. The most valued insurance coverage, in this study, were comprehensive health benefits; health benefits include prescription...
Read PostThe 3 Critical Stages Of Wealth Every Successful Entrepreneur Must Master
Being wealthy is more than just making money. It’s also how much you have access to, what you can do with it and what happens if there is an unexpected tragedy. The choice you make to become wealthy depends on the plans, strategies, and structures you have in place. While the road to...
Read PostWhy I Invested in Life Insurance and How to Use It
Clients often ask me if I have life insurance. When you look at life insurance as an asset class (not just a death benefit) and consider the tax and investments benefits, it’s a financial tool I strongly believe in, which is why I invest $42,000 in annual premiums into whole-life insurance, which...
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