https://youtu.be/HFeM30vAD_s In episode 18 of Building Wealthy Habits, Randy Barkley, Laura Lee, and Jeremiah Lee discuss the complexities of inflation and its effects on personal finances and the economy. In episode 18 of Building Wealthy Habits, Randy Barkley, Laura Lee, and Jeremiah Lee explore how inflation has evolved over time, its historical context, and its … 
Watch
Episode 18 – The History of Inflation Read More »
Wealth management for business owners encompasses a comprehensive suite of services designed to manage the personal and business finances of entrepreneurs and business proprietors. It involves a holistic approach to financial planning, including investment management, tax planning, estate planning, risk management, and sometimes, succession planning. The aim is to protect, grow, and efficiently transfer wealth … 
Read
What is Wealth Management for Business Owners? Read More »
As you consider an Estate Plan, make sure to include these core items: Trust: A Trust enables a trustee to hold and oversee assets on behalf of beneficiaries according to the terms set out in the trust document. Trusts are useful for multiple purposes, such as avoiding probate, providing for minor children or family members … Read
5 CORE ELEMENTS OF ANY ESTATE PLAN Read More »
