When it comes to investing in real estate and diversifying your portfolio, single-family and multifamily make the key players. One classic way that most busy professionals adopt when investing in real estate is to buy a property and lease it. Being a landlord can come in many forms. The
The Infinite banking system is a wealth strategy that utilizes dividend-paying whole-life insurance as an alternative to saving and borrowing with a traditional bank. While there are several benefits to using a whole life insurance policy as your private bank, perhaps the two biggest draws are its tax advantages
What do you do with the money you want to save as your family buffer for emergencies, for unexpected expenses in your rental, or even reserves for your business? While we all tend to use banks, the FDIC assurance makes us comfortable and gives us a false representation that
The soaring interest rates and a strong forecast around the impending recession havemultifamily investors questioning if multifamily investments are still the right choice in2023.Before we delve deep into this topic, it is important to understand the factors that drivethe valuation of single family homes and multifamily apartments.While both these
A Data-Driven Analysis. The rising price of real estate all over the country is one of the biggest challenges to buying a house in the current economic climate. In 2022, rate hikes by the Feds and fear of Recession have made buyers even more scared or unable to buy
SOCIAL MONETARY TRANSPARENCY Many individuals go to great lengths to secure their assets. Whether it be hiring an attorney or setting up an account, people are anxious to ensure they’re protected. It’s a matter of fact that we live in a litigious society, and if by chance you get
Considering life insurance for estate planning? Smart move! The right type of life insurance can provide substantial benefits to your heirs, help protect your business, and guarantee your legacy. In addition to a will, insurance policies—particularly those purchased through a trust—are one of the most secure financial tools to
Cash Value Life Insurance vs. Banks Business owners and managers alike understand the importance of having liquid capital to support growth. Though money for a business is necessary, oftentimes finding it or borrowing it can be difficult and stressful. There is one strategy, used by many businesses, which provides
One of the significant benefits of the Perpetual Wealth Strategy is the life insurance loan. We get questions about this component daily – both before and after clients begin their life policy–and it’s easy to see why. Our clients range from wealthy business owners and investors to those just
Whole life insurance policies have a unique feature that makes them ideal vehicles for growing and protecting wealth—cash value. But how does cash value work? How does it grow? How do you access your money and what are the tax implications? Let’s break it down. What is the Cash
