Goal-Based Investing: A Smarter Approach to Your Financial Future
These blogs are our thoughts on investing, markets, life, and seeking truth. My goal is to re-post helpful content, explore ideas, concepts, and prompts in a simple format that prioritizes actionable, helpful insight. We will also explore our own successes and failures as a firm in order to simultaneously promote transparency and our brand of no B.S., simple advice and investing.
How to Choose a Financial Planner as a Business Owner
Maximizing Your Tax Return: Uncovering Hidden Basis and Avoiding Double Taxation
401k and Retirement Plan Options for Your Business in 2024: A Simple Guide to Choosing the Best Plan for Your Employees
Avoiding a $745k Tax Hit: How Michael Leveraged a CRUT for His $2.2M Bitcoin Fortune
How Buying Tax Credits Can Help Reduce Your Tax Liability: A Guide for Businesses and Individuals
Business Owners: Solving for Employee Credit Card Debt via the 401(k)
Charitable Works: Charitable Remainder Unitrust Basics
Charitable Works: Charitable Remainder Annuity Trust Basics
Charitable Works: Charitable Remainder Trust Basics
Market Update: '24 Mid-Year Highlights
Market Update 7/19/24
Charitable Works: Charitable Lead Trust Basics and Details
Buyers and Taxpayers: Use a Portfolio Loan for Your Purchases and to Pay Your Taxes
Paying Your Kids: Work Ethic and Tax Deductions
Roth Conversions Primer
Understanding Qualified Small Business Stock (QSBS)
Deferred Sales Trust Primer
Harnessing the Benefits of Backdoor Roth IRA Contributions
The Hidden Costs: Administrative Fees in Retirement Plans