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Key Tax Deductions for Business Owners

Tax season is here. And by now you should have most of the documents you need to start preparing your 2016 tax returns. Business owners and individuals can yield significant tax savings with the proper planning. Invest 3 minutes and… Read Now >>

What My Son’s Kindergarten Teacher Taught Me About Financial Advice

June 12, 2018

While dropping my son of at school for his last time in Kindergarten it dawned on me just how much he learned and grew over the past year. I realized that his teachers were incredible facilitators that brought out the… Read Now >>


How To Pay For College With Real Estate Investing

June 11, 2018

When most people think of saving for college they immediately think of 529 Plans. There is another way to pay for college that provides for predictable growth, tax-efficiency and even more control. The ways is through investing in real estate.… Read Now >>


Credit Cards for the Strategic Traveler

June 8, 2018

by Anakaren Godinez Credit cards have become part of our everyday lives. Most people would even say it is their preferred form of payment. So why not have your credit card work for you? There are so many credit cards… Read Now >>


How To Turn Your Vacation Into A Tax Deduction

May 30, 2018

Did you know that IRS rules state that you if a trip you take was primarily for business but you extend your stay for a vacation or had other non-business activities your business-related travel expenses are tax deductible? Pretty sweet… Read Now >>


What I Learned About Investing at 12 Years Old

May 30, 2018

When I was 12 years old I participated in the first school-sponsored stock market game throughout the country. Our team was given a fictitious $100,000 and we had 10 weeks to invest the money. We competed against hundreds of other… Read Now >>


How The Great Recession Impacted Me

May 30, 2018

In 2007 I was working for one of the largest and most successful hedge funds. I was entrusted to help manage money for large institutional clients and pension funds. If I did well, the clients did well, the firm did… Read Now >>


My Life Completely Changed 30 Years Ago

May 30, 2018

30 years ago my life completely changed, but I didn’t know it yet. My grandfather built and sold a business for a very nice nest egg. He and my grandmother were set for life when he sold his business…or so… Read Now >>


How To Retire in 10 Years

May 30, 2018

How can you retire and become financially independent in ten years? When we talk about early retirement, most people think that to do this requires incredible investing skills…but that is not the primary determining factor. Granted, investing is very important,… Read Now >>


Matt on The Market Whisperer Podcast by Douglas Elliman

May 30, 2018

Our Founder, Matt Rinkey, was a recent guest on The Market Whisperer Podcast hosted by Dave Werth and Peter Hernandez of Douglas Elliman, the nations 3rd largest real estate brokerage firm. On this episode they discuss: How the Financial Markets… Read Now >>


Saving for Education in a Strategic Way

May 9, 2018

By Anakaren Godinez Saving for education has always been a popular topic in our office for parents and grandparents alike. 529 plans often come up in the conversation regarding saving for college. For those you that don’t know, a 529… Read Now >>