Sometimes as parents, we are so focused on giving our children what we did not have, we forgot the value of what we do have and often times intentionally do not pass it on.
Tag Archives: budget doctor
Building a Legacy Wealth Portfolio: Real Estate Debt Funds
This week I will discuss the third leg of my legacy wealth portfolio – real estate debt investing. A real estate debt fund is a common resort for experienced real estate developers and investors. It gives them access to short-term capital for real estate projects. As a commercial real estate investor, I invest in commercialContinue reading “Building a Legacy Wealth Portfolio: Real Estate Debt Funds”
Building a Legacy Wealth Portfolio: Vacation Rentals
You can have a portfolio that enables long term wealth creation with opportunities that you can leverage, make money on, and enjoy now by investing in vacation rentals.
Building a Legacy Wealth Portfolio: Index Funds
You do not have to try to pick the winners in the stock market to achieve steady long-term growth. A proven strategy is to invest in the market itself. ndex funds enable passive investing, broad diversification, low costs, and provide attractive returns. Historically, index funds outperform other types of funds that are actively managed by top investment firms.
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.
