The Power of Annual Resolutions: Why Every Entity Needs This Habit business compliance entity structure legacy real estate risk mitigation Sep 04, 2025

A Guide for Professionals

If I may borrow a moment from your busy day, let me invite you to contemplate a humble yet mighty tool in the arsenal of every competent organization—the annual resolution. Now, I know what you might be thinking: “Another piece of paper to sign? Surely we have enough documentation, don’t we?” But humor me for a moment. As a college instructor who’s spent more time with l...

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Annuities for Monetary Settlements: Turning Lump Sums into Security annuity investment legacy retirement settlement strategy tax planning taxes Aug 18, 2025

Why Structured Annuities Are a Wise Choice for Settlement Recipients

Receiving a monetary settlement—perhaps from a personal injury case, wrongful death claim, or even a lottery win—can feel like both an opportunity and a challenge. The question arises: what is the best way to protect, grow, and utilize this newfound wealth? Among the many options, annuities stand out as a smart way to transform ...

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Harnessing Annuities to Fuel Small Business Growth: An Owner's Guide annuity business investment legacy retirement Aug 01, 2025

Unlocking Financial Stability, Flexibility, and Opportunity for Entrepreneurs

Annuities are often thought of as retirement products for individuals seeking a stable post-career income stream. However, what many small business owners and entrepreneurs may not realize is that annuities can serve as powerful financial vehicles to support, protect, and even accelerate business growth. In this article...

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A Layered Approach: Create, Establish, & Protect a Generational Legacy business coaching consulting energy resources legacy mentoring strategy Jul 28, 2025

How Blending Legal Services, Consulting & Coaching, and Financial Products Helps You Build and Preserve Your Legacy

In a world where change is constant and the future feels uncertain, the desire to leave a lasting legacy—one that outlives us and empowers those who come after—is stronger than ever. Yet, legacy is more than accumulated wealth. True legacy encompasses our values, vision, assets, and...

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