The Family Money Blueprint: Building a Legacy of Financial Wisdom
Monday, April 28
A 7-minute read SKIP THE ANXIETYVOCABULARY OF ABUNDANCEBE WILLING TO TEACHSAVE MORE; SPEND LESS -- FOR KIDSRAISING YOUNG ENTREPRENEURS "A map is the greatest of all epic poems. Its lines and colors show the realization of great dreams." -Gilbert H. Grosvenor What we learned as kids about financia...
Shooting For a 30-Year Retirement?
Thursday, April 24
“The greater damage for most of us is not that our aim is too high and we miss it, but that it is too low and we reach it.” – Michelangelo 5-minute read The Way of Real EstateThe Way of a Diversified PortfolioSafe Withdrawal Rates Determining How Much You’ll NeedDetermining How Much You Can Spend...
Opps- Missed the Tax Filing Deadline?
Monday, April 21
The Internal Revenue Service (IRS) says: File promptly to minimize interest and penalties. What we say: Whatever your reason or excuse for not filling or paying—GET IT FILED AND PAID. Interest and penalties are accumulating rapidly! Plus, the IRS just noticed you… Pay what you can. The IRS has lo...
Why Don't More Real Estate Investors Have Estate Plans?
Tuesday, April 15
"You don't choose your family. They are God's gift to you, as you are to them." -Desmond Tutu 4-minute read Estate Plans are a topic I bring up every year around tax time. You're thinking about money and taking inventory to prepare your taxes…stay focused on this important consideration. It's a s...
Being Alert to Possible Fraud
Monday, April 07
2-minutes to read 2-hours to implement Important dates: 1) Tuesday, April 15th, is the deadline to contribute to IRAs to have them count on this year's (2024) taxes. 2) It is also the deadline to claim the $1BN+ in unclaimed refunds for returns dating back to 2021. And one last thing: YOUR 2024...
Don’t Let Life Pass You By…
Monday, March 31
"I am the master of my fate, I am the captain of my soul." -William Ernest Henley 5-minute read Procrastination is a scourge that can have serious repercussions on your life. In fact, a 2008 study found that 40% of people have experienced some financial loss due to procrastination. This could be ...