DEBT Free ✅…or Not ❌

DEBT Free ✅…or Not ❌

We strive to be DEBT free: House paid off ✅ Student loans paid off ✅ Car paid off ✅ Credit cards paid off ✅ Tax DEBT on 401k, IRA, 403b, SEP, SIMPLE, Solo ❌ If you take a loan today, you are in DEBT to the bank. You pay the loan back based on the interest rate and...
45 Years to the SUMMIT 🌋

45 Years to the SUMMIT 🌋

You spend 45 years ascending your wealth mountain and at the SUMMIT realize you only packed the tools necessary to climb up the mountain. 56% of all deaths on Mt. Everest occur on the way down. (*) The same is true in your financial life. Different tools are necessary...
Tax Prep or Tax Plan?

Tax Prep or Tax Plan?

Your tax preparer is helping reduce your taxes this year: Bigger refund or pay less taxes More money in your pocket today They want your business again next year Who is planning your lifetime taxes? Postponing your taxes today may cost you dearly in taxes during...
Your IRS Tax DEBT

Your IRS Tax DEBT

You go into IRS Tax DEBT every time you contribute to your 401k, IRA, 403b, or SEP. When you take out a loan and go into DEBT, do you know? Interest rate Payment terms Penalties When you make a 401k, IRA, 403b, or SEP contribution and go into DEBT with the IRS for...
Share Your 💰 With the IRS?

Share Your 💰 With the IRS?

This circle represents all your retirement assets. What % do you want to share with the IRS in retirement?   Most Americans are “set-up” to share 30-40%, and they don’t even know it! Ready to move your needle? Let’s talk. Remember, You Can Live...