Preview Mode Links will not work in preview mode

Jul 31, 2019

A key to life change is behavior modification. And mental money games can help you get there.


Jul 29, 2019

Ask your average financial advisor how to invest for your children's future and he'll likely start pulling out brochures for a 529 plan.


Is there anything wrong with a 529 plan? No.

But is that really the most effective use of your money?

Only if you don't have any better ideas.

So let me give you...

Jul 17, 2019

Today we discuss Qualified Opportunity Zones, a legitimately new way for you to potentially save on capital gains taxes.


  • Map of designated opportunity zones:

Jul 15, 2019

There is an important piece of legislation that has passed the House of Representatives and is being considered in the Senate. It's technically known as H.R. 1994 "Setting Every Community Up for Retirement Enhancement Act of 2019."

It has some changes that are potentially helpful to you; and some that may destroy the...