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Many advisors claim to be fiduciaries, but refuse to sign a fiduciary oath. Here is a digital version of my fiduciary oath.
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You have how many old 401(k)s or retirement accounts? It’s really easy to have multiple 401(k)s out there from previous employers and feel overwhelmed with keeping track of them. Whether you have one or many accounts floating around out there, this guide will help you determine what your options are. Cheat Sheet Step 1. Find Out Where Your Old Account is Held. The easiest way to find this out is to check for an[…]Read more
Is it possible to be in a worse position because you are making the most money you ever have? It happens more than you think. It’s not just the tax impact of additional income, but many of the lifestyle decisions that build up over time.Read more
If you found this post, you are probably wondering to yourself what is up with the fun name for a financial planning firm? That is not normal. You may also be thinking why would I choose such a non-conventional company to navigate my important financial planning decisions? Well, I do not expect to be a fit for everyone. However, those who have found me to be a great fit, really benefit from not only the[…]Read more
Arnold Morales is the son of two immigrants from Honduras. He started his career with a GED and working at a warehouse where he is wasn’t happy. Looking for more he pursued a community college and took an aptitude test that steered him towards mechanical engineering. He co-founded his community college’s first Engineering Society. Since then he’s earned a Masters Degree and is currently working for his dream employer, Boeing.It wasn’t a straight shot to Boeing[…]Read more
A lot has occurred in 2020 that could impact your tax planning. Regardless of the chaos that has occurred, there are still huge tax strategies you may implement before the end of the year. Here are 15 Simple Year-End Tax Planning Strategies that can help you control your taxes. (This list is a quick overview with basic information on each scenario. I completed additional strategy guides that dig into some of the more complex strategies[…]Read more
With the end of the tax year approaching for 2020, you may want to consider whether you should do a Roth conversion. A Roth conversion is an underutilized financial planning tool that many individuals and even financial planners overlook! The new tax reform, which effectively lowered the tax burden for many Americans made this strategy even more attractive than in previous years. How do you know if it is the right strategy to implement this[…]Read more
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