Proper estate planning is the first step in building your strategic investing plan. Estate planning is nothing more than the process of creating valid and binding instructions for what happens when you die or become incapacitated.

I said it before, and I am saying it again – lone-wolf investors seldom create real wealth. Wealth creation and preservation are team sports.

Revocable Living Trust A trust is a legal entity created by someone (the grantor) for the benefit of designated beneficiaries. A trustee is appointed to manage the trust’s assets and income for the benefit of the beneficiaries in accordance with the law and the trust agreement. The trustee has a fiduciary obligation to manage the trust for the

A crucial part of any business investment analysis is giving careful scrutiny to the systems and people employed by that business –

Understand that at any given time one may hold all, or only a few of these rights. If someone has all five rights with respect to a parcel of real estate, we say they have a fee simple interest. A fee simple interest is the highest, most complete form of ownership and includes the entire bundle of rights. Also, you may hold these rights

I’ve mentioned the infinite banking concept three times.

In a 2022, “Real Estate Guys Radio” show, hosts Robert Helms and Russell Gray interview syndication attorney Gene Trowbridge. Gene reported that according to Securities Exchange Commission (SEC) data for the prior 12-month period, syndication transaction volume reached $1.8 trillion, which was 3x more than all initial public offerings (i.e.: stock

What if, from this point in your brief life forward, you moved from an ownership mindset to a “stewardship” mindset?

We all know of people who have ruined their lives striving for the ownership and possession of things – houses, boats, career advancement – but do you know anyone who has ruined their life striving for “stewardship”? Ownership-thinking fixes the mind inward, whereas stewardship-thinking fixes the mind outwardly on others. Just think about it.