As an advisor and wealth coach, we talk to our clients about real estate because it is one of the most powerful tools to build wealth over time. Even with that knowledge, most people don’t integrate…
Some of the best wisdom in my life has come from learning things the hard way – looking back and realizing what I wish I would have done differently. This one piece of advice is coming…
What’s your number? Not your phone number but that other number, the one that really matters. The amount you need every month in order to retire. In other words, what’s your monthly nut? Do you remember…
We recently met with our accountant and he was sharing his view on and updates of the new tax plan that was passed. Bottom line, it is going to be tougher to itemize on your tax…
We meet with a lot of people and constantly hear they are benefiting from the mortgage interest deduction on their taxes but the reality is … most aren’t. For this to make sense, you have to…
I have noticed an interesting trend over the past few years. It seems to me that more and more people are being bitten by the entrepreneurial bug. Just like my grandparent’s generation, the younger generation today…
It is said that the number one reason people get divorced is communication or the lack of it. Also ranking high on the list is finances. And the number one thing that hurts your finances is…
You never appreciate what your parents have done for you until you become a parent yourself. I am not sure what I was thinking, but I thought parenting would be easier than it has been. For…
Let’s face it, the 401K or 403B equivalent for non-profits and government employees has become the most common way to save for retirement. The two largest assets for most Americans are their home and their 401K. So,…
The old adage is you have to crawl before you can walk and walk before you can run, so why do we not take our own advice? Retirement or what we like to call time freedom…
As you plan for your future, we feel like it is important to think about things as if the worst case scenario were to happen. As you probably already could guess, we feel it is important…
As we turn the calendar to a new year, let’s take a look at what’s new in the financial world – Bitcoin. Bitcoin has been around for a bit and it continues to garner attention and…
