May 29, 2026 | Building Wealth, Investing, Real Estate
Here’s what a SLAT is. It stands for spousal lifetime asset trust, and it’s probably the single most popular trust that wealthy married people set up. The name sounds complicated. The job it does is simple. It moves money out of your estate while your...
May 14, 2026 | Building Wealth, Investing
Most people who buy life insurance are not actually trying to take care of their family. They are trying to feel like they took care of their family. There is a difference. A massive one. And it shows up the second you look at why most policies get bought in the first...
May 14, 2026 | Building Wealth, Investing
Most people get sold a life insurance policy and have no idea what they actually bought. They sit down with someone, hear words like “infinite banking,” “cash value,” and “be your own bank,” and they sign on a dotted line because it...
Apr 30, 2026 | Building Wealth, Investing
You say you are building long term generational wealth. You tell your friends, your wife, your accountant, yourself. That is the phrase. Long term generational wealth. Then at the end of every month you write a tuition check with after tax money, and you have been...
Apr 30, 2026 | Building Wealth, Investing
For a long time, the 529 was a soso account. You parked money in it, it grew, and if your kid actually went to a four year university, you could pull it out tax free. That was the whole pitch. If your kid decided not to go to college, you got stuck. That is why most...
Apr 30, 2026 | Building Wealth, Real Estate
By: Carlos Salguero Most investors think about real estate the same way. They buy a single-family rental, maybe two, maybe five, and they call themselves real estate investors. They collect a little cash flow, they wait for appreciation, and they hope the tenant does...
