Develop Financial Character

Becoming Satisfied: Owning and Renting Real Estate

Have you ever met someone that owns multiple houses? Did you assume they were wealthy before they got the properties, or wonder if that’s how they became wealthy?

Becoming Celebrated: Spend Down and Income Planning

Have you ever heard someone talk about having their "number" for retirement? 

Becoming Adaptable: Job Changes and Group Benefits

It's so hard to make a move towards a new job! Of course we're always looking for a higher salary but there are so many other factors to consider when looking to make job and life changes. Here are a few of the things we see our clients deal with.

Becoming Dynamic: How a ROTH IRA Works

Last time we talked all about the IRA aka the "Eye-Ra." The good news is that most of the limits and terminology still applies to the ROTH IRA, but I wanted to cover a few of the small differences.

Becoming Celebrated How an IRA Works

Imagine this, you graduate high school, go to college and pay off all four years of college by working a simple summer job. When you graduate you have enough money and credit to start a family, buy a home, car, and even a lake house. You work at the job for years, and they promise you a pension that will pay out a [...]

Becoming Efficient: Tax Strategies

What do you think of when you hear the word "taxes"? Some people think it's theft! Some people think they are needed for the US to thrive as a nation, and they think people who make more money should pay the most taxes. From what I've found with our clients, most people think of taxes as a necessary nuisance.