While the stock market continues to show significant volatility, and less risky asset classes such as treasuries offer little to no return on investment, commercial real estate continues to provide an excellent risk/reward profile to investors. There are six unique reasons why investing in commercial real estate is an excellent choice for your legacy wealth portfolio.
Category Archives: Charlie’s blog
It’s Bigger than Self: Financial Stewardship
Having a legacy wealth budget is not just about wealth accumulation, it’s about embracing our ultimate purpose of being a good steward with everything you have been blessed with. As a good steward of your resources, you understand that you are to make every effort to grow whatever you are given.
Are You on Course to Leave a Lasting Legacy?
It is important to think through the value of your estate, what happens to it when you pass away, and what impact it will have on your family.
Beware of the Debt Trap
Debt is a serious threat to your financial security because it keeps you from making the most of your money. Whenever you take out a loan or charge something on a credit card, you’re simply borrowing from your future income.
Don’t just work for money, make your money work for you … Invest!
What you do with your money today will have exponential impact over time due to the magical effect of compound interest!
2020 Reminded us EVERYONE Needs Life Insurance!
Life insurance allows you to protect your family and loved ones.
Why It is Important to Have Emergency Savings
Make establishing and building an emergency savings a priority in 2021 because it is very expensive to be financially unprepared in America.
Starting The New Year with a Legacy Wealth Building Budget
Start the new year off by putting a plan in place that will change the financial outcomes for you, your children, and your children’s children. The most important aspect to getting that plan in motion is to have a legacy wealth building budget!
