Articles

The Floyd “Money” Mayweather Lesson

I have always admired Floyd “Money” Mayweather for being a master of his craft with his flawless record and his pursuit of excellence. He has been portrayed as a controversial figure, a man surrounded by piles…

Read More

The Art of the Deal

One of the guests on our podcast recently was a gentleman that has had tremendous success in real estate by building a portfolio in a very short amount of time. During the interview he said something…

Read More

Foundations, Charities and Cryptocurrency

Despite the explosion of interest in cryptocurrencies, many businesses and organizations still have not taken the plunge both in using and accepting this new form of currency. The volatility, newness and seeming complexity of getting started…

Read More

Feedback

There are many ways to show people that you care for them, but one of the toughest ways for me and many others is caring enough to tell someone something they just don’t want to hear.…

Read More

Valuing yourself

I once thought that my main goal was to be as successful as possible, no matter what. Time and experience have taught me how foolish that was. Now I believe our lives are successful when we…

Read More

Partnerships

Did you know that 80% of business partnerships end up failing? That statistic doesn’t surprise me. Partnerships are tough. You take two imperfect people and try to get them to work towards a common goal. Achieving…

Read More

our favorite client

We have been asked many times in our practice, “Who is our favorite client?”  Before we answer that question we always preface our answer by talking about an article that we read. It was written by…

Read More

purchasing a home or rental property

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…

Read More

right message right people

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…

Read More

what is your monthly nut?

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…

Read More

donor-advised funds

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…

Read More

the mortgage interest misconception

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…

Read More