Category: Inheritance

Take your financial confidence to the next level!

image of gift and tax cover for strategy guide post

How to Avoid the Gift Tax

Are you afraid of the big bad gift tax? Although you can pay the gift tax if you want to, the good news is that you do not need to. There are a couple of different ways you can gift to your loved ones and avoid paying any taxes. Sound good? I’m writing this strategy guide because it is common for non-tax experts providing tax advice and when it comes to gifting, there is the…
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June 24, 2020 0
Financial Independence Retire Early

How to Retire Early & Financial Independence: Podcast

In honor of Independence Day, I was inspired to record a Retire Early / Financial Independence Podcast. After listening to the show, you’ll have a better idea of what you need to do in order to set yourself up for the ability to retire early and reach financial independence. What to Do in Order to Retire Early Save, Like A lot Live as a Minimalist Debt Free (Should You Payoff Your Debt) Investments What  You Should…
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July 17, 2019 0
Married couple wondering how to split their finances

How Should Married Couples Split Finances Strategy Guide

How should you and your spouse split your finances? Financial issues are one of the leading causes of divorce, so it is important to start out strong. Unfortunately, there is not a magic bullet. It does not make sense that there would be only one way to approach finances as a married couple. Instead, I will provide you various scenarios and examples that you may wish to model for your family. Do you know you…
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July 3, 2019 0
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