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Money obviously plays a role, but how much you have isn’t as important as the quality of your life when it comes to health, relationships and activities.

Money obviously plays a role, but how much you have isn’t as important as the quality of your life when it comes to health, relationships and activities. The concept of “investing” is often associated solely with monetary pursuits. It has become synonymous with growing a portfolio, aimed at securing a future filled with affluence. However, in my experience, this one-dimensional interpretation of wealth fails to capture its full essence. Our understanding of wealth needs to evolve, going beyond t

Lax financial planning when it comes to taxes, risk management, exit plans and cash flow can hinder the growth and success of your business.

Lax financial planning when it comes to taxes, risk management, exit plans and cash flow can hinder the growth and success of your business. Many entrepreneurs find themselves underserved when it comes to financial planning. They often rely too heavily on their CPA for financial advice, primarily due to the close working relationship that exists between business owners and their bookkeepers. How Should a Small Business Plan for Rising Taxes? As someone who has been running businesses for the pas

A high cash value life insurance policy can facilitate tax-advantaged growth that standard retirement accounts may not be able to match. Here’s how it works. It's a common scenario for successful, high-earning professionals: Decades of disciplined saving and investing have led to substantial nest eggs in retirement plans. But now, you find yourself in a financial bind. Despite your wealth, your money is largely inaccessible, tied up in retirement funds until a specified age. On top of that, the