The day in which everyone wants to be Irish, St. Patrick’s Day, is quickly approaching (March 17th in case you need a reminder). The leprechaun in me wishes to tell …
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I recently listened to a sobering webinar by David McKnight, which inspired this month’s newsletter. Mr. McKnight is the author of The Power of Zero: How to Get to the 0% …
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With the end of the year upon us, more than a few clients have reached out to see what could be done to reduce their taxes in 2018+. For some, …
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A mentor, Ken Blanchard, once challenged me with this question, “What if you only had tomorrow the things for which you give thanks for today?” If that were the case, …
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With October 31st soon approaching, we thought a Halloween-themed title for our newsletter would be appropriate. In case you have been “dead” and not following the U.S. financial markets recently, …
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Were you able to attend the Tenth Annual Lasting Legacy & Inspiration Awards™ on September 20th? I hope so, because it was the best one yet. The primary reason why we …
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A co-owner of a beverage company, “Olivia,” recently sought my help in finding a way to reduce her taxes. In the past two years, her company had become very profitable …
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Much has been made of the new 20% tax deduction for S corporations and limited liability companies (LLCs) in the Tax Cuts and Jobs Act of 2017. The 21% tax …
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Did you know 2017 was the calmest year for the financial markets in more than five decades?  But times have certainly changed.  Through June 25, 2018, the S&P 500 Index …
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