3 Popular College Savings Accounts for Parents
When investing in your child’s future, it is important to consider the tax implications, your goals, your child’s goals and your family values.
The Power of Charitable Remainder Trusts (CRTs) in High-Interest Rate Environments
Discover how CRTs offer tax advantages, efficient wealth transfer, and greater philanthropic impact, particularly in high-interest rate environments.
Is Infinite Banking a Scam?
Infinite banking has caused some serious division among financial influencers. While some proclaim it is a key tool to grow generational wealth, others call it a scam.Who’s right?Let’s take a…
7 Things to Know About Term and Permanent Life Insurance
Not sure if term or permanent life insurance is right for you?We'll break down the 7 key things to know about these two types of insurance to help you make…
Bruce’s Beach: Lessons in Black Generational Wealth
After a long, hard-fought, public campaign to return Bruce's Beach to its rightful owners, many of us were shocked when we learned the owners plan to sell their newly acquired…
Investing with a Roth IRA: Benefits, Rules and More
A Roth IRA is one of the most powerful investment accounts an investor can own. If done properly, all growth from your investments can be withdrawn completely tax-free in retirement
5 Estate Planning Considerations for Families
Estate planning is especially critical for families.The reason is, proper estate planning is the framework for generational wealth.The legal documents within an estate plan - a will, trust, power of…
Inherited Property: What is Step-Up in Basis?
When it comes to inherited property, there can often be confusion about what happens next.In many cases, the property is passed down from one generation to the next on a…
5 Types of “Wealth” Taxes
Wealth taxes do not only include income tax.Did you know that there are different types of taxes for high net worth individuals?Among the many types of "wealth" taxes, some of…
How the Founder of Worth-Life Balance Went From Welfare to Millionaire
This father used the power of investing to achieve financial freedom and help his family become first-generation millionaires.