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Are you giving away free money? 1 in 4 workers are by not maximizing their 401k match. The 401k is one of the greatest wealth building tools as it allows your dollars to grow tax free. Don't work all week and not get paid, maximize the match.

Two of the main culprits that hinder wealth creation are hiding in plain sight: transportation and housing costs. Overspending on these two expenses limits your cash flow, reducing your discretionary income and overall retirement contributions.

A frequent conversation I have with clients is about "good debt." Good debt can help increase net worth or generate future income. Examples include mortgages, student loans, and business loans. Key traits: low interest rates, potential value increase, and tax benefits.

When would you not want to pay off debt? In low-interest rate debt situations, you must consider the opportunity cost of paying off debt early: 1. Lost investment opportunities 2. Reduced liquidity 3. Lost tax benefits 4. Prepayment penalties 5. Impact on credit score

As a financial advisor, I often get asked about the best retirement savings options for 1099 employees. One powerful option is the SEP IRA. Here's why: 1. High Contribution Limits 2. Tax Deductible Contributions 3. Tax-Deferred Growth 4. Flexibility 5. No Age Limit

$132,500 That is the amount you would need today to have the same buying power as a $100,000 salary in 2015. What are you doing to secure your financial future?

How to fund your retirement using your company’s bonus. #investing #rothira #retirement #financialfreedom

Concerned about market volatility? Check out the video below to hear more about how you can eliminate sequence risk in retirement. #FinancialFreedom #retirement #marketvolatility

Concerned about how tariffs will impact your investment portfolio? Like this message or shoot me a DM and let's have a conversation about the long term implications of tariffs on the stock market and your retirement.

After a great visit and conversation with Tony Gibson I am blessed to recieve an offer from Marshall Football! Dan Burke St. Sebs Football M2 QB Academy #goherd

70% of families lose their generational wealth by the second generation. Watch this video to learn how to make your generational wealth actually last generations.

Business owners - have 90 seconds? Check out the video below to learn more about retirement savings plan options available to you!

Do you actually want to be a 401K millionaire?

Miami’s best money lessons - what locals say about wealth

Are Credit Cards ACTUALLY Bad For You?

Want to save more money? Evaluating recurring expenses is my go to approach!

Should you pay your student loans off early?

Have you accounted for how inflation may affect your retirement?

Should you consider establishing a 529 plan?