Newsletters




Five Money Mistakes and How to Avoid Them

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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Tax-Free Income In Retirement: Why Is It Important & How Do You Do It?

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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One of the Best Ways to Reduce Taxes, Receive Income and Do Good – From Something You Have Probably Never Heard Of … (December 2018)

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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Thanksgiving Is More Than Just … (November 2018)

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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Get “Downside Protection” to Avoid Being “Spooked” by the Stock Market (October 2018)

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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The Tenth Annual Inspiration Awards™ Was Our Best Yet! (September 2018)

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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One of the Best Ways to Cut Your Tax Bill in 2018 and Beyond You Have Never Heard Of! (August 2018)

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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The Least Understood Aspect of the New Tax Act and Why It Matters! (July 2018)

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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Does Your Investment Portfolio Have Shock Absorbers? (June 2018)

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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