Wealth Transfers
The Two Largest Wealth Transfers: Mortgages and Taxes
David continues talking about the three types of money. Specifically, this week he focuses on two types of transferred money: Mortgages and Taxes. Your mortgage, or more specifically how you manage your mortgage can contribute to a major wealth transfer. If you… (Read more)
Three Types Of Money: Lifestyle, Accumulated and Transferred
Financially, we assume things to be true that are not, simply because others told us they were true. David talks about really BAD advice that he recently heard on a nationally syndicated radio show who featured a “financial expert”. “It’s… (Read more)