Looks like we are in for another wild week. 3 ways to take advantage of these conditions. 1) War Chest Having a war chest of cash and bonds allows you to take advantage of these times. After all, it isn't if but a matter of when. It is pretty clear after last week that this

Yes...diversification does matter. Ten largest companies in America 1985 vs 2024 Which companies will still be on this list in 2035?

Financial planners love talking about saving money. Let's talk about spending...Here is how I spend my money. My spending is full of spontaneous variable expenses. Expenses that at any point in time I can cut out. Vacations We love family vacations and have three planned for

I give financial advice to top business owners. 3 mistakes I see working with business owners. 1) Survivor Bias Because their first venture worked, so will their next venture. Have someone in your corner who understands the value of taking chips off the table. 2) Echo

You can make more money… But you can’t make more time. This weekend was spent with my son at westover farms. We made each day a little adventure. - Caught Trout 🐟 - Caught Crawfish 🦞 - Played Catch ⚾️ - Cooked Steaks 🥩 We did all the prototypical boy stuff. My

Are you an entrepreneur stuck at 7 figures. Avoid these 5 mistakes to unlock 8 figures. 1) No Tax Plan Without a tax plan you can expect to leave millions on the table over the course of your life. STOP leaving the irs a tip every year by creating a smart tax plan today.

Your business is thriving. But your wealth? Not so much. You have a spreadsheet and a prayer, not a plan. I work with business owners who are crushing it on paper, but feel like they have nothing to show for it. Here’s what I see again and again: 💸 No real system for pulling

"I am getting killed on taxes," I hear this daily. Save taxes fast with these 3 easy steps. Step 1 Build a plan. Don't implement anything until you have decided if you want a future year benefit or a present year benefit. Future Year Benefit - No tax benefit today, with a

The most recent reminder… You can’t predict the market.

Rising home costs are CRUSHING the American dream. 3 Rules you MUST follow when buying a home. 1) Master the Downpayment Your downpayment should be the perfect combination of setting up the right monthly payment while not draining your emergency fund. DO NOT drain your

Avoid $10,000,000 in taxes when you exit? How about $15,000,000 with these new tax changes ⬇️ QSBS - Qualified Small Business Stock This is an election you can make to save yourself millions. The new tax bill proposes to increase this by $5,000,000, making QSBS even more

Most entrepreneurs don’t have a money problem. They have a planning problem. Read that again. You can sell more, scale faster, and even land high-ticket clients, but without a plan, you are one big expense from big problems. Here’s what I wish more founders knew: ✅ Revenue

Planning for a business sale? Here is exactly what you should do. 1) Business Valuation Understanding what the value of your business is should be the starting point. Why? Without the valuation, you can't build a financial plan. 2) Financial Planning Once you know the

A big law attorney is dropping his rates by 90%. Why...The Big Beautiful Bill. The tax loophole ⬇️ One big change in the tax bill is no tax on tips. Here is how it works. The first $25,000 in tips you receive are fully deductible on your federal tax return... No taxes on