by | Nov 2, 2016 | Uncategorized
Every April 15 we have to pay the tax man. Or, if you’re lucky, receive a refund for overpaying him. But what if I told you there was a way to use the tax system to your advantage? For example, let’s presume you have a few million dollars saved, but due to various...
by | Oct 26, 2016 | Uncategorized
Remember back in school when you learned about interest and multiplying different rates? For far too many people it was the last time compounding interest rates were considered. But by not realizing the earning potential of interest, you could be losing out. As an...
by | Oct 19, 2016 | Uncategorized
One of the biggest questions we are asked on a daily basis is, “How much wealth do I need to keep me financially independent?” What is the “core wealth” necessary for me to maintain the lifestyle I wish to live, now and in the future? The methodology we use is the...
by | Oct 5, 2016 | Uncategorized
We’ve often talk about cash flow, but what does it really mean? I find the best way to describe cash flow is through the analogy of a funnel, or actually three funnels. There’s the first funnel, the cash that flows into their lives from a paycheck. Withholding taxes...
by | Sep 9, 2016 | Uncategorized
We face countless obstacles in our daily lives, whether that’s at the office or at home. But there are ways to better prepare for these roadblocks in life, particularly when it comes to finances. In terms of wealth management, obstacles are the thoughts or ideas...
