Have you heard about the enormous tax savings you can reap by investing in a Maltese individual retirement arrangement or utilizing Puerto Rican captive insurance for your business? Before you invest your hard-earned money in these or other highly promoted… Read Now >>
Welcome to February! As of January 31st, the IRS is now accepting tax returns. Aren’t you excited? One of my “mentors” Jim Rohn tells the story of The Goose That Lays the Golden Eggs. His story starts off by saying “taxation may… Read Now >>
Here is a link to our Love Real Estate radio show appearance on December 21, 2013. My segment starts at minute 36:20. Check it out. In it we discussed some very important topics for future home-buyers and wealth builders including:… Read Now >>
Happy 2014! We hope you had an excellent holiday season and that it carries over into an even better 2014. As they say, today is your first (or second) blank page of a 365 page book. Make sure your write… Read Now >>
My friend, Jeff Grant of Sand & Sea Investments (a Full Service Real Estate Brokerage Firm in San Diego) provided me with some great information regarding the San Diego housing market. Recently, he sat down with key economists, speculators, and statisticians… Read Now >>
Think & Grow Rich by Napoleon Hill is one of the best business and personal development books ever written. It has influenced more high-achieving wealth builders (not just financially) than any other book out there. Here is a link to… Read Now >>
We hope you had a wonderful Thanksgiving weekend with your family. Over the weekend a friend shared with me something about being grateful that I would like to share with you: “ Gratitude is simply a choice to become aware… Read Now >>
On the tables below you will find all of the 2013 Retirement Plan maximum contribution amounts in detail. Please be aware that all standard 401(k) or 403(b) contributions must be made by December 31st. Traditional, Roth, & SIMPLE IRA contributions… Read Now >>
Hey there! November is always a meaningful month for us. It represents family, service, gratitude and change. In that tradition, there are two very significant things we are doing in November and we want you to join us. First, as… Read Now >>
Because of our commitment to family and the community, we have chosen to volunteer time in support of Feeding America. Feeding America distributes nutritious food items directly into the hands of local students and their families through Farm2Kids and the… Read Now >>