When working with clients, you need to make sure they are saving enough to live in the future like they live today adjusted for inflation, …
What do you want your future lifestyle to be like? Read post →
Everyone knows a 401k or a Registered Retirement Savings Plan is a qualified plan, but a home with equity, even if it is paid off, …
Your House with Equity is Another Qualified Plan Read post →
Qualified plans do two things: #1 they defer the tax and #2 the tax calculation. I’d like to give you this illustration: Let’s assume you …
We can learn a lot about becoming our clients’ Trusted Financial Expert from the book, “The Trusted Advisor” by David Maister. The key to professional success is …
As young adults, we quickly realized that money was one of the most pressing concerns and the most challenging aspects to navigate. Now that we …
