We love to inform people on the latest industry trends and how to make educated financial choices. Be sure to stay connected with us, and updated with our discussions!
November 2021 Financial Planning & Investment Newsletter
Financial Planning & Investing Newsletter November 2021 | Testing Our Thesis: Will Higher Inflation Eventually Hurt Stock Prices?| Sustainable Action International
Shop Now for Christmas Before It’s Too Late
Christmas 2021 is going to be difficult for shoppers. Prices are up and goods are scarce. Will it get better? In our opinion, no. It’s best to shop now for Christmas before it’s too late!
Retirement Saving Strategies for High Income Earners [Video + Free PDF]
One of the most common questions we get from high earning business owners and corporate executives is: how can I be saving more money for retirement? Here are several options to consider, along with a video and free PDF guide.
Giving Back: Sustainable Action International
Today I get the privilege to share about Sustainable Action International. This organization has outreach in Haiti. Keep reading to see how they have grown and what the goals are for the future.
October 2021 Financial Planning & Investment Newsletter
Financial Planning & Investing Newsletter October 2021 | Giving Back: A Better Life For Kids | Estate Planning Documents:What Are They?| Other Articles & Videos|
Charitable Donations & Contributions [Video]
This time of year people think about charities and year-end donations. Be sure to download your copy of the year-end tax planning checklist.
Giving Back: A Better Life For Kids
An organization I personally love and spend time helping is A Better Life for Kids! They serve children with difficult circumstances in Ghana, Africa.
12 Tax Things to do Before 12/31 [Video]
Here are 12 Tax Things to do before 12/31. This is the second most common time people start to think about their finances.
The Benefits Of Changing Jobs [Video]
Let’s talk about your career and what the benefits of changing jobs might be for you. Some interesting data out of the Federal Reserve Bank of Atlanta shows that it is actually worth it financially to change jobs on a regular basis.
3 Major Changes to Public Service Loan Forgiveness (PSLF) Program for Student Loan Borrowers
Student Loan Borrowers: The government made 3 major changes to its Public Service Loan Forgiveness program that make it easier to get your student loans forgiven. See what changes they made and how they may help you get your loans forgiven faster.
Be Aware of the Lifestyle Creep [Video]
Have you ever found that as you earn more income you spend more? This is what’s known as the lifestyle creep. This means as your income increases so do your expenses. So year by year you slowly earn more over time. Therefore, your expenses go up over time too. One thing to be thoughtful of…
2021 Stock Market Performance Is Broadening Out
2021 stock market performance is broadening out. Does this reflect a change to a new investment regime, or will it prove short lived? Read our thoughts and hear why we’re particularly concerned for investors nearing retirement.
