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Blog Posts

Don't Settle for Typical Personal Financial Planning

Stocks, bonds, real estate and retirement accounts.

These are the typical investment opportunities into which most people...

Banking on Yourself: Infinite Banking Explained

It's been called the path to true financial freedom. It allows you to be independent of government intervention. It's all...

Why Investing in Life Settlements is the Opportunity of a Lifetime

More than $100 billion down the drain every 365 days.

No, it's not government waste or corporate greed.

It is approximately...

Everyone has a role to play in building your family's legacy.

It has been said that leadership is not about power, but responsibility.

Strong families are led by those who are willing to...

Don't be a statistic: Teach your children to protect your family fortune

The stories are everywhere, and they are alarming.

William "Bud" Post squandered more than $16 million in one single,...

When To Start Planning For Your Legacy

According to data collected by the U.S. Bureau of Labor Statistics, the average American spends about eight hours sleeping,...

How to find the right heritage planning professional

It all changed on a cold December day at Chicago's O'Hare International Airport.

That's where 13 people gathered around a...

Use multi-generational planning to define your family’s legacy for generations to come

The family farm has been the bread and butter of American life for nearly 150 years.

Farms started by grandfathers were...

Beyond tomorrow: How multi-generational financial planning works for you, your children and your grandchildren

Turns out it's not about the money, after all.

Back in 2012, a large national company spent some time surveying Americans...

Prosperity economics: Going beyond mutual funds and the stock market

Investing in the stock market.

It's been romanticized, revered and referred to as the best way to build a brighter future...

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