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How to Use Your Personal Lifestyle for Business Tax Savings

Being self-employed has its advantages, especially when it comes to tax planning. There are numerous tax and retirement planning strategies you can employ by integrating certain aspects of your personal lifestyle into your business finances. First, a quick disclaimer. It… Read Now >>

May 2015: Three Ways to Save This Spring

May 11, 2015

Can you believe we are 1/3 of the way through 2015 already? May isn’t just about the weather and money. Are you where you should be in pursuit of your life goals? Whether you are or not, in this month’s newsletter… Read Now >>


Job Description: Associate Financial Planner

April 28, 2015

Summary Description / Primary Role We are seeking an Associate Financial Planner to join our growing team.  If you are a CFP® certificant, or would like to become one, this might be a good fit for you. This role will… Read Now >>


How to turn your health into real wealth…

April 23, 2015

With the weather warming up across the country many articles have surfaced on ways to boost your health & fitness to get you into shape for the summer. It’s been said that “health is wealth”. Well, I want you to be… Read Now >>


April 2015: March Momentum and April Rules

April 1, 2015

People like to call this time of year either March Madness or April Fools. From our experience, it’s more fitting to call it March Momentum and April Rules. With college basketball in a frenzy and a Shark Tank far from… Read Now >>


10 Success Principles from Mark Cuban & Bo Ryan

March 29, 2015

This past week I had the privilege of seeing Mark Cuban (think Shark Tank and Billionaire owner of the Dallas Mavericks) and Mark Burnett (Producer to 11 Television Shows including Survivor, Shark Tank and The Voice) at the USC Marshall School… Read Now >>


Money Madness

March 24, 2015

Are you a college basketball fan? Have you been watching any of the games during March Madness? I have been paying a bit more attention this year because my Wisconsin Badgers are a #1 seed and have made it to the… Read Now >>


Highlights from Warren Buffett’s Annual Letter to Shareholders

March 1, 2015

On Investing I know of no way to reliably predict market movements. For the great majority of investors, however, who can – and should – invest with a multi-decade horizon, quotational declines are unimportant. Their focus should remain fixed on… Read Now >>


March 2015: The Upside in the Next 50 Years

March 1, 2015

2015 is not a leap year but from an investors standpoint there is no better person to look ahead (or go back in investing time) with than Warren Buffett. His annual letter was released this past weekend and because we feel it so important… Read Now >>


A Financial Life Ratio You Should Know

February 19, 2015

This past weekend I was watching the NBA All-Star Game and the statistics they were showing of the best players had me thinking. I grew up playing competitive sports and am a huge sports fan. The common thread in all… Read Now >>


February 2015: How to Accelerate (and not deflate) Your Way to Wealth

February 3, 2015

How did the first month of 2015 go for you? Are you on track to reach your goals? Despite Seattle losing in the Superbowl, we wanted to share with you Coach Pete Carroll’s team rules as they are very similar… Read Now >>