Goals

Using IRAs as Part of Your Tax Planning Strategy

Using IRAs as Part of Your Tax Planning Strategy

We aim to share strategies that are designed to help individuals increase their net worth, increase the value of their estate, and ultimately build generational wealth. Achieving any goal starts with a plan and tackling it strategically. Our financial goals are no different. Tax planning is one aspect of personal finance that we need to keep in mind on the way to hitting our targets. 

2018 Planning: 7 Tips to Help Yield the Results You Desire

2018 Planning: 7 Tips to Help Yield the Results You Desire

I'm going to FinCon18! FinCon is where money nerds like myself go to become even better money nerds and better business people... #iLoveMyNerdStatus

Where can you invest to yield the results that you want? This is a conversation about how we invest our resources. Money, time and energy are resources. This is a conversation about opportunity costs. Investing in some things require that you forego other things. This is a conversation about business (planning and sustainability). 

I share this story because you are in the business of you and it’s your responsibility to be successful along your journey.

Here are 7 tips to help yield the results you desire while on your journey to success.