by Justin Maxwell | May 16, 2025 | Generational, General Financial, Tax
The Hidden Cost of “IRS-Approved” (like Cash Balance Plans)Tax Strategies for Business Owners I’m going to upset some people with this article—and that’s fine by me. Because if you’re a business owner making $300K, $700K, or $1M+ per year, you deserve the truth about... by Justin Maxwell | Nov 5, 2024 | Business Success, General Financial
Why Business Owners Often Fall Short in Wealth BuildingThe Mindset Shift: From Owner-Operator to Owner-InvestorKey Steps to Building Generational Wealth as an Owner-InvestorMaking the Shift: From Money-Maker to Legacy BuilderConclusion: The Path to Owner-Investor... by Justin Maxwell | Sep 9, 2024 | General Financial, Protection
Whole life insurance isn’t just for death. As the name suggests, it also has benefits that can last your whole life. One such benefit is borrowing against cash value, a powerful strategy to maximize your policy. More specifically, you can borrow against the equity of... by Justin Maxwell | Sep 3, 2024 | General Financial
“Saving saves lives,” as the saying goes. And if you want to master better savings habits, you’re in the right place. Building up liquid savings is not just about preparing for the unexpected; it’s also about being ready for opportunities that come your way. A solid... by Justin Maxwell | Aug 29, 2024 | General Financial
A common money mistake is paying for assets in cash. Most often, people do this to avoid paying interest. Unfortunately, there’s no way to avoid interest—you either pay it, or you pass it up. Choosing to buy assets “free and clear” prevents people from leveraging... by Justin Maxwell | Aug 26, 2024 | General Financial
When it comes to planning for retirement, tax-deferred accounts are often promoted as an attractive option. The idea of deferring taxes until later, when your income might be lower, can seem appealing. However, there are significant downsides to this approach that can...
