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The Mega Backdoor Roth: A Powerful Strategy for Solo Business Owners
If you’re self-employed or a business owner with no full-time employees—and you’re drawn to the long-term advantages of Roth-style retirement savings—the mega backdoor Roth strategy may be one of the most valuable financial tools at your disposal. What is the… Read Now >>
Credit Cards for the Strategic Traveler
June 8, 2018by 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, 2018Did 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, 2018When 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, 2018In 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, 201830 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, 2018How 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, 2018Our 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, 2018By 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 >>
What You Need To Know About the Current Investment Environment
April 11, 2018In this video, we discuss: • What The Valuations of Major Asset Classes Say About Future Investment Returns • How to Manage Through A Market Correction • Several Risk Management Measures You Can Take For Your Financial Health & Wealth
Why You Should Consider Starting a Business in 2018: And What You Need to Know
March 15, 2018Written by Norman Mangina If you’ve been thinking about starting your own business, now might be a good time to start one. With the Tax Cuts and Jobs Act passed in December 2017, Congress made owning a business more appealing.… Read Now >>
