by Justin Maxwell | Aug 8, 2024 | General Financial
Life is getting longer, which is an incredible blessing. It means more time with friends and family, and more opportunities to do the things we love. However, our society isn’t structured to support long lives, as most people are encouraged to retire around their 60s... by Justin Maxwell | Aug 6, 2024 | General Financial
How to Assemble a World-Class Family Office Team At the level of wealth many business owners play at, it’s crucial to build a family office style team of professionals. You need a comprehensive team for each area of finance, which we call departments, rather... by Justin Maxwell | Aug 5, 2024 | General Financial
We get this question all the time: Who needs life insurance? While we can certainly come up with a robust list of people who would benefit from life insurance, we actually prefer to think of life insurance as a WANT not just a need. After all, when you know what we... by Justin Maxwell | Aug 1, 2024 | General Financial
How to prepare for Death Day is a topic most of us avoid, but planning for it is essential. Thinking about the end allows us to live more fully in the present, knowing our loved ones will be taken care of when we’re gone. Why Consider Your “Death Day”? You... by Justin Maxwell | Jul 26, 2024 | General Financial
Understanding and managing your finances requires more than just making money; it’s about making informed decisions that help you build and preserve wealth. 5 essential financial calculators for investors can help you achieve this by focusing on the key... by Justin Maxwell | Jul 25, 2024 | General Financial
Should you pay off your mortgage early? While it might seem like a huge weight off your shoulders, it’s important to weigh the benefits and drawbacks before making a decision. Traditionally, owning a home free and clear has been a common goal. However, keeping a...
