My goal is to educate you on how to manage your own finances to achieve financial freedom for life.
Feeling real bossy with my new team and staff members supporting in the background. But it hasn’t always been that way. I wasn’t feeling bossy
For more than three decades, some of the world’s most successful people have turned to life and business strategist Tony Robbins for advice including President
The new administration has proposed tax changes that could affect estate planning for the wealthy. While these proposals may not pass, they offer an important
What do you want to leave behind for your heirs? Thinking ahead can be a challenge, but you likely want to pass down an inheritance
Financial security brings peace of mind. When you don’t have to worry about paying bills or lagging behind on retirement savings, you have time and
More money means more spending power. When a promotion at work or a lucrative investment puts more money in your pocket, you’re naturally inclined to
How much do you earn each year? The answer to that question can affect how you approach saving for retirement. If you earn above a
Are you wondering about different ways to invest in your family’s future? A custodial account can help you give your children (or another young family
At some point, many people consider buying a second home. This new property might be your vacation getaway or an addition to your investment portfolio.
What do you know about cryptocurrency? Though it’s a hot topic much discussed by some investors, this relatively new digital currency remains potentially confusing. Gain
You may have heard that it’s a good idea to save about five to six times your salary by age 50 and seven times your
As baby boomers move into and through retirement, they will pass on substantial wealth to younger generations. This financial shift will impact each generation (and
Have you thought about the expenses you might have during retirement that weren’t an issue during your working years? You’ve probably considered whether your overall
A new year brings new considerations for tax season. What has changed since last year? What are a few things people often forget about or
Great Evening Wealthy people! TGIF! I’m back in the office this week after visiting home for a week in SC. I’m about to go live
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