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How Estate Planning Trusts Can Minimize Taxes for the Exiting Entrepreneur

Contrary to popular belief, a will is not always the ideal solution in an estate plan. This is especially true when it comes to entrepreneurs and business owners with more complex assets at stake. There may be distinctions between what… 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 >>


The Importance of Asset Allocation

January 31, 2015

By now, most of you are aware of the recent market volatility. If you watched our Market History video from a few weeks ago, you should know that volatility is something to expect every year of your investing life (despite… Read Now >>


The Importance of Understanding Market History

January 31, 2015

With all that’s going on in the world, I know some people are feeling skittish about the stock market. But let’s not lose perspective or abandon your long-term investment plan because of that. There’s a great Warren Buffett quote that… Read Now >>


4 Ways You Can Use Your Kids to Lower Your Taxes

January 19, 2015

This weekend I received the first two of many tax documents I will need to prepare my 2014 tax returns. It also coincided with my baby girl turning three months old. These events got me thinking about all the ways… Read Now >>


January 2015: How You Can Get A Greater Return on Your Life

January 1, 2015

Happy new year! We hope that you had an amazing finish to 2014, and that 2015 proves to be even better for you. It’s been an amazing year, to say the least.  We’ve witnessed and experienced some incredible accomplishments within… Read Now >>


Interview with Asha: Building Wealth and The Business of Your Money

January 1, 2015

This past month Matt sat down with business and life coach extraordinaire Asha Monkowska. We had an incredible conversation and get into some amazing tips on building wealth and a career and / or business that supports an incredible life.… Read Now >>


4 Year-End Tips on Giving Well and Living Wealthy

December 25, 2014

Because it’s giving season, I wanted to reach out to you and give you four tips on how you can still give well and live wealthy by the end of 2014. Check out this really quick, financially intelligent video that can… Read Now >>


December 2014: Your Friend on Benefits

December 2, 2014

We hope that you had a wonderful Thanksgiving!  We sure did. It’s December and this means that 2015 is here. Like the holiday shopping that starts on Thanksgiving, your 2015 gifts will come from your preparation in late 2014. So… Read Now >>


Your Plain English Employee Benefits Guidebook

November 22, 2014

I was 22 when I got my first job on Wall Street. I left the throws of comfortability in Minnesota working with my father for a training program located in the heart of Wall Street – 14 Wall to be… Read Now >>


November 2014: Does Your Financial Advisor Wear A Mask?

November 3, 2014

We hope you had a Happy Halloween! This Halloween was an eye opening experience for me in many ways as both a financial life planner and father to a first-time trick-or-treater. It left me with some profound insight that will… Read Now >>