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Thomas Castelli
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  • My Story
  • Work With Thomas
    • Real Estate Accounting & Tax Solutions
    • Become a Tax Smart Insider
  • Resources
    • Tax Smart REI Newsletter
    • Tax Smart REI Podcast
    • Real Talk Newsletter
    • Blog
  • Let’s Connect
    • Miami Networking Events
    • Invite Thomas to Speak
    • Accounting & Tax Careers
    • General Inquiries

Category Archives: Generational Wealth

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Infinite Banking + ILIT: The Ultimate Strategy for Building Generational Wealth

Generational WealthBy Thomas CastelliAugust 17, 2024

The Infinite Banking Concept (IBC) combined with an Irrevocable Life Insurance Trust (ILIT) is a powerful strategy for creating and preserving wealth across generations. Learn how these tools can help secure your family’s financial future.

Introducing The Wealth Building Process

Generational Wealth, Personal FinanceBy Thomas CastelliMay 28, 2024

Dive into my latest framework called the wealth building process. From generating income to estate planning, we cover every essential step to secure and grow your financial future.

The Rockefeller Waterfall Method: Building Generational Wealth Through Life Insurance

Generational WealthBy Thomas CastelliMay 12, 2024

Uncover the secrets of the Rockefeller Waterfall Method and how it uses life insurance to create a lasting legacy of wealth across generations, with insights into the different outcomes for the Rockefellers and Vanderbilts.

How “Family Wealth” Changed My Perspective on Generational Wealth

Generational WealthBy Thomas CastelliMay 12, 2024

Unveiling the profound shift in understanding generational wealth, influenced by insights from “Family Wealth” by James Hughes Jr.

Thomas Castelli
Certified Public Accountant | Investor

The contents of this website do not constitute as tax, legal, or financial advice. Nor an offer to sell securities.

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