Discovering New Tax Advantages for Business Owners

Often times as individuals, we look back on the past and wish we would have done something different.  With banking this is a common occurrence, especially for business owners (doctors, dentists, small business, etc.). The reason why this is so common is because of the tax advantages that come with this system. The benefits are…

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Funding Life Insurance with Home Equity

I had an interesting conversation with a client the other day. He suggested he use his home-equity to fund an insurance policy. While I never recommend this strategy (there have been many lawsuits for this exact strategy) in some circumstances it can be financially smart. That being said, there are certain things to be aware…

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Does the Infinite Banking Concept Really Work?

This is a great question, and the answer is simple. Yes and No. Listen as Dan explains why the concept works and who it may not work for. [/quicktime]http://www.podtrac.com/pts/redirect.mov/wealthonomics.org/VideoPodcast/Does-the-Infinite-Banking-Concept-Really-Work.mov[/quicktime]

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