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...

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...
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...
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...
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:...
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...
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...
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...
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...