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... by Justin Maxwell | Aug 9, 2024 | Business Success, General Financial
As business owners, we understand the importance of having a cohesive team that works together towards a common goal. But what happens when your wealth team isn’t functioning as a unified whole? Imagine this scenario: you have a group of sprinters at the starting... 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...
