I spent one summer listening to a lot of Jerry Jeff Walker. To me, he’s famous for the chorus he wrote in one particular song, Lovin’ Makes the Livin’
No one wants to pay more than his or her fair share in taxes. Yet few have a good understanding of how their savings will be taxed over time. A
The Concept of the Four Tax Buckets
No one wants to pay more than his or her fair share in taxes. Yet few have a good understanding of how their
I cleaned out my garage last weekend. I tend to accumulate things I don’t need or don’t often use. I pile up things that should just be thrown away. I
Lots of baby boomers are hitting retirement age. And with retirement come some pretty big irrevocable decisions. One of which may be how to elect a
Last week we discussed some common financial planning mistakes that even financially conscientious people make. With as complicated as our
Sometimes progress is as much about knowing what NOT to do, as it is about figuring out what to do. The path to growing wealth takes some basic
It’s rare for someone to work their whole career with one company anymore. So one way or another, they will go through a job transition; a period
There are countless ways to say “I Love You” and some of them involve money and gifts. But the topic of money is probably not one of the sweet
Change can bring out a lot of our emotions, some at opposite ends of the spectrum. For some, change can be exciting. For others, it can be
No one starts and runs a business without a little help along the way. I've gotten a lot of help from people that probably didn't even know they
Video #1-535590
We sometimes find it hard to get our clients to focus on the main thing. In this day in age, it’s so easy to track performance of an