We get the privilege to help people achieve their financial goals, and most of the time the primary goal is to retire at some point. It is fascinating to me that we, as a culture, are…
We are all individuals and we all have our own wants and needs. One of the most important questions financial advisors should be asking is, “What is your definition of success?” Whatever answer comes out of…
Back in the day, the sources for retirement income were sometimes referred to as the three-legged stool. You had Social Security, a company pension, and your own savings or investments. Applying the same analogy to college…
Life insurance is constantly compared to an investment and more specifically the stock market, yet most conventional financial wisdom says that as we age you should move more of your portfolio to bonds. The comparison from…
When looking at income in the future, shouldn’t we be looking at what is going to happen and determine if that is what we want life to look like? We need to work backward from that…
Tired of paying out the nose in taxes? These two changes to your corporate structure could save you over $2,500 in cash-flow this year. So, what are they? First, let’s talk compliance. We are not tax…
Roth sounds great right? After-tax money going in, tax-free coming out. Only one small catch maybe two. You can only add $5,000 if you are under the age of 50 and $6,500 if you are 50+…
We all know that the number one way to grow your business in almost any business is by getting referrals. It not only helps grow the business quickly, but it is inexpensive. It’s been said before…
As more and more baby-boomers are approaching 60, many have most of their wealth tied up in an employer retirement program like a 401K plan. Each employer has the choice to customize their retirement plan and…
I was speaking with my folks one day when I was visiting home. My mom made a comment about after she and my father passed, all the stuff in the house would be mine. I am…
If you have ever tried to lose weight or do something that is going to be hard to do, the number one thing you can do to increase your odds of achieving your goal is to…
Many advisors say they do Estate/Legacy planning for families, but here at Uncommon Wealth Partners we do Estate/Legacy planning a little differently. It seems like when we talk to someone about their legacy or wealth transfer…
