For most of history, retirement was not really a thing. Life expectancy was shorter, and family units were living together, so elders were cared for as just part of what was done in a hunter/gatherer and…
Maybe you are a business owner already. That’s awesome. Owning a business is a source of so many avenues for building wealth. But have you ever thought about buying other businesses? If so, what kinds of…
Ricky and Holly are both Iowa natives. They got married eleven years ago, spent a little time as Minnesotans, and decided to head back to Iowa to be closer to family and build their dream life…
How is your business set for funding your retirement plan and the retirement plans of your employees? This can be a solid benefit for employees, but what is the right instrument for your situation? We work…
Your personal residence is one of your best assets and one of the easiest to leverage in building wealth. Your home is one of the easiest assets to lend against and can provide much-needed capital in…
When you have cash on hand in a business, one part of your treasury reserve strategy should be debt reduction. A balance of working capital, debt reduction, and short-term investment is a much better use of…
Could cryptocurrency fit into your strategy for managing your short-term cash on hand? We’re in the middle of a series of articles about how businesses can best utilize their cash reserves—building a comprehensive corporate treasury strategy.…
Uncommon Banking is our term for using a guaranteed whole life insurance policy as your own personal bank by using the cash value of the policy. If you have been following our work, you have probably…
Tammy and Dave Matthey have four adult children and eight grandchildren. One of their biggest blessings is that all of their children and grandchildren live within a mile of them. Tammy & Dave worked hard their…
We have been running into a challenge faced by many business owners lately: what to do with excess cash on hand. From weathering COVID-19 well, PPP funds, and potentially EIDL loans, there are a lot of…
In our conversations with business owners, a topic that keeps coming up is how to manage excess cash on hand. While we have a lot to say about how to manage the profits of your business,…
When it comes to corporate roles, treasury is not one that gets a lot of attention. But it is this role and the department they manage that guides a company’s strategic use of excess liquidity—your cash on hand.…
