Defend Against Unexpected Tax Bombs
Nobody wants to pay more than they have to with taxes… especially when it’s unexpected. But how do you avoid these situations?
Access and Flexibility Matter in Financial Planning
Often, financial plans are portrayed as rigid directives focused solely on maximizing every possible tax benefit. However, true success requires a plan tailored to your individual needs and aspirations. Are you and your financial plan equipped with the flexibility you truly deserve?
How Rick and Ilsa Optimized Their Finances for Parenthood
Rick and Ilsa, both 43, leveraged a raise in income when their daughter, Willow, started kindergarten, redirecting funds toward home improvements, college savings, and early retirement, securing a brighter future for their family. How are you allocating you excess funds?
How Dave and Kim Found Financial Freedom While Enjoying Life
Discover how Dave, 55, and Kim, 53, overcame finding the balance between enjoying life now and planning for retirement. Are you on track fro your financial independence?
How to Define Your Retirement Goals Like John
It’s incredibly powerful to have a vision of what your goals are. That is what will make you want to run through a wall for it. Are your goals crystal clear?
Balancing Mortgage Payments and Investments
I’m a fan of you paying off your house. Lew wanted to sell his investments… I wouldn’t, would you?
The Power of Compounding: Building Wealth After 50
It’s the perfect time to get serious about your finances. Having a plan earlier on will allow you understand the “number” that will give you financial independence. Is it $1 million?
How Joan Mastered Financial Independence After Divorce
Joan’s journey exemplifies the transformative power of personalized financial planning. What can we do in just 1 meeting?
Mustang Sally & Goldfinger’s Retirement Strategy
Learn how Mustang Sally & Goldfinger, retired educators, optimized their retirement income and secured their legacy. Even though they “won the game” is there still more they can do?
Is Cash Really King?
Discover new strategies challenging ‘cash is king’ way of thinking.
Am I Stuck in My Mortgage?
Meet Johnny and June, a couple in their mid-50s facing tough decisions about their home due to an unbeatable mortgage rate. Are they stuck?
A Financial Turnaround Story
Debt may seem like a roadblock to wealth. However, with the right approach, it can become a stepping stone.
