Imagine eliminating your personal debt and lowering your business’s taxable income at the same time. Sounds too good to be true? Not when you combine the power of the Your Family Bank® (YFB) strategy with a clever little tool called an Executive Bonus Plan (EBP).
Part 2 reveals how debt became centralized — reshaping not only banking, but also the way governments, businesses, and families interact with money.
Heard about the rumored “$1,000 baby bonus”? There’s no official program—yet. But there are real ways to plan for your child’s future.
If you’ve ever told yourself, “I’m just not good with money,” or silently judged others with the thought, “Rich people are all greedy or rude,”—you’re not alone. These kinds of internal narratives are surprisingly common.
Life moves fast, and it’s easy to put financial planning on the back burner. But planning isn’t about restriction—it’s about possibility. It gives you the freedom to pursue what matters most.
As the year comes to a close, we want to take a moment to reflect on the successes of 2024 and extend our heartfelt gratitude to our clients and partners…