Why Deferring Taxes Is An Awful Retirement Strategy

One of the most powerful equations I have learned on my journey is the following: Intellectual Capital + Relationship Capital = Financial Capital You are

For the Aligned Capital Strategy™ to work, you need to optimize your Human & Relationship Capital. In this chapter, we’ll explore how to build a

Despite what misinformed influencers may tell you, life insurance is not a hack to “get rich quick.” If you find a way to “get rich

First, let’s break down what the Aligned Capital Strategy™ isn’t. It isn’t an IUL, a Variable Universal Life Policy, a Whole Life Insurance policy tied