It is very true that taxes are the largest arbiter of wealth. Much of my career is spent planning for taxes. The foundation of all financial planning is planning for taxes now and later, and evaluating what decisions now are worth doing for tax savings immediately or in the future. During tax season, I prepare […]
The Magic Tax Strategy Does Not Exist Read More »
This year, one major focus I will be discussing with my clients is building Roth money. Roth money is the key to reducing or even eliminating the largest expense most of you will have in retirement—taxes. Quick refresher on Roth money. This is money you contribute to retirement AFTER you pay taxes on it. Compare
Prepay Your Retirement Taxes (And Start a Walking Club…) Read More »
At the end of every year I find myself pondering my life and the many blessings I’ve had over the years. I thought this year, I would share with you all how you have not only provided me a meaningful way to spend my days, but that the very direction of my life is due
This is the Place (A Holiday Message) Read More »
Market indicators enticing you to make changes to your investments might be the biggest threat to your long-term success. Much of the “money media sphere” revolves around speculating about “market indicators.” This term is very broad and usually means a measurement that that particular article or conversation is focusing on to support the market predictions
Successful Investors Don’t Listen to Stock Market Highs or the 10-Year Treasury Yield Read More »
Using leverage wisely to build your long-term wealth. Commonplace financial advice out there warns that debt is bad, all debt, and that you should focus your resources on paying it off as quickly as possible. And yes, there is debt that in no way can be considered helpful in moving you forward. Things like credit
Debt Isn’t Your Enemy Read More »
Too young to die, Elvis reminds us money isn’t everything. When used wisely, money can enrich our lives with meaning, fulfillment and, at times, joy. It can, and should be used to create beautiful things, unite families, provide stability, and enable us to pursue more important ambitions beyond mere wealth. When used unwisely and without
What Graceland Can Teach You About Money Read More »
Last week’s live on replay for those of you who missed it. The past few weeks have been a rollercoaster for markets. From tariff announcements and Liberation Day volatility to trade truces with China, we’ve seen investor sentiment swing from bearish panic to bullish optimism. Recession fears have eased, and the market has rallied—up about
Three Things Investors Should Do Right Now Read More »
As of writing this, I am 95 days alcohol free. Having desired to eliminate alcohol from my life for a while, I finally rooted it out on February 6, 2025. I expected to feel better physically and mentally, but immediately I realized that by simply eliminating something that does not serve you ricochets through every
More Social, Less Media. More Life, Less FinTech. Read More »
It’s ten minutes from Monday’s market open, read this before you check your portfolio…or really, don’t check at all—you’ll be better for it. As I write this I am assuming the market continues to shock and awe many investors. Put into motion from the imposed tariffs last week, a massive self-off and decline in the
Tariffs, Market Declines, Can’t Somebody DO Something? Read More »
Every vocation has it challenges, but don’t let the challenges distract you from your purpose. This week’s blog is a little more personal, but I wanted to share a little behind the scenes about my life running a business that is deeply integrated with my clients’ personal finances. The last couple weeks in my business
Your Vocation Matters Read More »
