I recently had a call with a client who is a small business owner. He started his business a few years ago from nothing. Through hard work, dedication and cultivating great relationships, he has built
Stop Procrastinating Your 401K Rollover – Use The Easy Button
As you know, the past few years have had unprecedented unemployment rates. We all know someone who lost a job during or after COVID started. If you were one of those unlucky people, I hope
Greed, Fear and Capturing the Transfer of Wealth in This Market
When a bear market gets long and drawn out, as this one has, it is normal for investors to consider getting out; stopping the losses. It’s normal and there are a lot of conversations between
How To Make Your Kids Millionaires and Pay Less Tax
Two birds, one stone : Make your kids millionaires AND reduce your tax burden, all with one decision. Small business owners have the ability to pay a salary to their minor children. The salary is
Retirement Is Scary But This Time Is Not Different
Has your Investment Manager told you that the best option right now is to “ride-it-out?” Mine has. Most of us have probably heard this recently, maybe in different words but still the same concept. Why
Life is Tradeoffs and Time is Money
The last year or two we have seen extraordinary jumps in real estate prices. A lot of people made good money selling their homes. We were also lucky enough to be able to take advantage
SMALL BUSINESSES – INVESTING TO CREATE A NEW REVENUE STREAM
In past articles, I’ve written about making your money work for you. Specifically, creating a new source of revenue that is working while you’re at work generating your primary source of revenue. There are so
Postage Stamps and How To Fight Inflation
Most people don’t think of the cost of a postage stamp and fighting inflation being the biggest risk to their wealth. Nope, it’s obvious any one of the previous six market crashes is more important
How Does Inflation Impact Me?
Most of us have used cable tv service providers at some point in our lives. I remember having my account on auto pay because it was easy and convenient. But then, many months later, who
Do I Have To Pay Taxes On My Crypto?
By: Shanon Adams Note: Shanon Adams does not make security recommendations. The below article simply represents a theme we wish to highlight. Crypto currencies are dominating headlines lately. I can’t remember something this big since