Articles

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

generational differences

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…

Read More

Marriage and Finances

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…

Read More

Enjoy the moment

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…

Read More

401K Fortitude

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,…

Read More

Stepping into Retirement

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…

Read More

The five wishes

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…

Read More

Bitcoin, to bit or not to bit?

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…

Read More

Eternal Retirement

We want to illustrate for you, with some stories, a couple of the reasons that we are in the business we are in. But first, you must understand that we at Uncommon Wealth Partners are Jesus…

Read More

You are your best asset

One of the questions that we ask all of our clients in our first meeting with them is, “What is your best asset?” We have heard a lot of answers, one of my favorite answers being,…

Read More

Abundance Mindset

I often fall into a trap that everything has to be perfect before I will change anything. For example, I will start eating healthy when I finish all the junk food in my house, or I…

Read More