You just won the lottery! Now, you have $2 million to your name, well you'll have to pay taxes, but your ship has come in! Time to tell the boss...
How Much Should I Be Saving For Financial Independence?
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Retirement Funding
The Accountability Gap
The Accountability Gap The accountability gap is the difference between "who you think you are" and "who you are." You might say that retiring early...
Why Are You Contributing to A Retirement Plan?
Your retirement plan has many benefits. Your CPA's favorite is likely the tax break you get when you invest in your traditional IRA or your 401k at...
The One Thing
I was recently asked, “If you could go back and give yourself one piece of investment advice after graduating college, what would it be?” My answer:...
I want to see my children and grandchildren grow up!
If 'family' is your “why,” are you willing to do the hard work to “stack the odds in your favor” to spend as much quality time with your family as...
The Dangers of Having Multiple Planners
We encounter individuals who work with more than one investment planning firm from time to time. A decade or two ago, it seemed like a good idea (to...
When to Use 72T Distributions
72T distributions are used to distribute funds from an IRA before you have turned 59 ½ to avoid the 10% early withdrawal rule. These distributions...
Guitars and Financial Planning
It is incredibly important to tune your guitar, just like it is important to fine-tune your financial plan. For anyone who has played the guitar or...
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