Strategy Guides

Take your financial confidence to the next level!

Charitable Giving

Should I Use a Donor Advised Fund Strategy Guide

Donor advised funds have been growing in popularity recently and that was even before the new tax reform made them a critical part in your tax planning strategy. Donor advised funds are extremely versatile tools that may help you create a more tax efficient plan while still giving back to the organizations that are important to you. I will provide information on what donor advised funds are, how tax reform has increased the importance of…
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November 5, 2018 0
Year End Tax Planning Tips

16 Simple Year-End Tax Planning Strategies (2018)

You may have heard that the tax reform that was passed at the end of 2017 will have a dramatic impact on tax filers moving forward. Although most people will be benefiting from lower taxes than in previous years, there are still key strategies that are relevant to review as you prepare for the end of the year. I will layout 16 simple year-end tax planning strategies that range from maximizing your tax efficiency, tax…
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October 29, 2018 0
Contingent Beneficiary

How to Choose Your Beneficiary Strategy Guide

Have you ever wondered who should I name as my beneficiary? This question can cause a lot of stress, but it is very important to address because it greatly simplifies the ability for your assets to transfer to the individuals you choose, should the worst occur. I want to help with a strategy guide on what a beneficiary is, what assets typically have beneficiaries and probably the main reason you are here reading this, whom…
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October 20, 2018 0

What I Would Do With Five Years to Live

I used to think I was invincible, at times I even thought I may have been a robot. Now that I am older I have a ridiculously greater perspective of the world around me and where I currently see my place in it. Five years is a completely random time frame, but it is very similar to some of the questions I work with my clients to answer in their first meeting with me before…
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September 26, 2018 0

Why Cryptocurrencies Are Not a Good Fit for My Clients

Cryptocurrency hype has finally calmed down and I am extremely thankful. I am less worried for those who have no idea of how these assets work accidentally shooting themselves in the foot gambling away any savings they may have accumulated. Sure plenty of people have made money and it’s possible that many still could. Other than worrying about the carnage that individuals and families put themselves in while chasing after the excitement of hitting it…
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September 4, 2018 0
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