1M Decision: Navigating IRA Rules
Navigating IRA Tax Rules: From Traditional to Roth, Contributions, Withdrawals, and Risks.
Most Millionaires Answer “Yes” To These 4 Questions…
Executing the basics in your finances start with these questions, can you answer yes to them all?
Bonds vs. The S&P 500
The significant impact of investment choices on long-term returns, comparing the performance of an investment-grade bond to the S&P 500 index since 1982,
What Happens When The Market Drops?
People will panic but what will companies do?
Nic’s Pickleball Discovery
Discover the exciting world of pickleball, a dynamic sport blending tennis, badminton, and ping-pong, offering a fun and calorie-burning workout for athletes of all backgrounds and skill levels.
The Odds of Becoming a College Athlete
Learn the reality of college athletic scholarships and the importance of starting early to save for your child’s education.
Asset Location Strategies for High Earners
Maxing out retirement accounts isn’t enough for high earners; understanding asset location and tax implications becomes crucial.
How A Financial Planner Can Transform Your Future
Learning about the ‘pain point’ in your financial plan.
$1M Decision: Simple vs. Compound Interest
Comparing simple and compound interest mirrors investment choices: bonds offer steady returns, while stocks and funds reinvest dividends, showcasing the value of long-term growth strategies
Why Insurance Matters
My core values of faith, family, health, and experiences drive my saving habits, ensuring their protection through insurance against unexpected tragedies.
The Role of Continuous Financial Planning
Financial planning isn’t about a single, static plan, but rather an ongoing relationship where adjustments are made to navigate life’s uncertainties, much like using a GPS on a journey.
Successful Investments: Growth, Margins, Efficiency, and Trust
Invest in strong growth, attractive margins, capital efficiency, and trusted management for enduring success.
