Featured post:
Big Beautiful Breakdown: Changes to Itemized Deductions
Under the Tax Cuts and Jobs Act (TCJA), miscellaneous itemized deductions were suspended from 2018 through 2025. The OBBBA now makes that suspension permanent. That means deductions for unreimbursed employee business expenses, investment expenses or other “miscellaneous” costs previously subject… Read Now >>
Episode 28: The KPIs of Wealth Management
June 21, 2019Unless you own a business you’ve probably never heard of the acronym “KPI”. You may even think we are talking baseball. KPI stands for Key Performance Indicator. KPIs are the critical (key) indicators of progress toward an intended result. No… Read Now >>
The Cash Balance Plan – A Major Retirement Plan for Professionals
June 19, 2019
We’re all familiar with 401(k) and Simplified Employee Pension (SEP) plans as the most common retirement plan options, then there others like SIMPLE IRAs that are popular for certain business owners. However, there is another retirement savings solution that certain… Read Now >>
Episode 27: Is Your Financial Vision Blurry?
June 14, 2019There’s a huge difference between having an opinion on the markets and having a crystal clear game plan on how to manage your wealth. If you want to create enduring wealth, your financial vision cannot be blurry. We have seen… Read Now >>
Is a SIMPLE IRA or 401(k) Better for My Business?
June 12, 2019
When setting up a retirement plan for your business, you have options. In most cases, it will come down to a choice between a 401(k) and a SIMPLE IRA. As with most big financial decisions, there will be pros and… Read Now >>
Episode 26: A New, Powerful Movie on Financial Independence
June 7, 2019On this episode, our host Matt shares his experience playing a behind the scenes role in powerful new movie called Playing with Fire. The movie premiered to a sold out theater in San Diego this past weekend. Playing with Fire… Read Now >>
SECURE Act Could Lead to Major Retirement Savings Plan Changes
June 5, 2019
After a number of bills focused on retirement reform were introduced to Congress late last year, we’re starting to see our first real signs of change in 2019 legislation. The Setting Every Community Up for Retirement Enhancement Act (aka the… Read Now >>
Episode 25: 5 Lessons From A Mentor on Financial Independence
May 31, 2019“If you are not financially independent by the time you are forty or fifty, it doesn’t mean that you are living in the wrong country or at the wrong time. It simply means that you have the wrong plan.” –… Read Now >>
Episode 24: A Better Way To Buy (Or Lease) A Car
May 24, 2019One of the biggest financial decisions people make haphazardly is the car buying or lease decision. Transportation expenses are the second largest expense in the average American’s budget – secondly only to housing costs and represent 16% of all spending.… Read Now >>
Client Case Study: Selling vs. Renting Out a Home
May 22, 2019
Recently, we shared an article about whether or not it makes sense to sell a home or hold onto it as a rental. Deciding between selling vs. renting definitely depends on numerous financial and lifestyle factors. Still, sometimes it helps… Read Now >>
Episode 23: How Much Money Do You Need to Be Wealthy?
May 17, 2019How much money do you need to be wealthy? This was a question posed by Charles Schwab in their most recent Modern Wealth Survey to 1,000 American between ages 21 and 75. The answers were surprising and varied amounts the… Read Now >>
