Five Big Asset Protection Planning Mistakes—and How To Avoid Them
If you have substantial assets, you may be a target for frivolous lawsuits. That’s why it’s so important to consider asset protection strategies that can […]
A Wealth Planning Process for Pursuing Success On Purpose
One of the best things you can do when managing wealth is to be extremely clear on what you’re looking to accomplish and what hurdles […]
Some Thoughts About Fed Interest Rate Increase
An update to a Fed interest rate increase on Wednesday May 3. Something to keep in mind is that we have an economics “team” that […]
Long Live Tax Season: Tax Planning Year-Round
Long Live Tax Season: Tax Planning Year-Round We’re coming to the end of tax season, but that doesn’t mean we should stop thinking about taxes. […]
What Are Your Biggest Financial Concerns?
It goes without saying that you play a crucial role in making the decisions that will determine whether you will achieve your financial dreams. That’s […]
What is Your First Money Memory?
Dr. Sonya Lutter, Ph.D., CFP, LMFT, often asks her clients about their first money memory. She once had a couple sculpt their first money memory […]
Making Wealth Management Decisions as a Couple
When making decisions about your wealth and finances, how often do you and your spouse (or partner) work together as a team to arrive at […]
When Financial Uncertainty Rears Its Ugly Head
Major unexpected challenges can occur at any time. A sudden job loss, a terminal diagnosis or death, a lawsuit directed at you, or a disaster […]
The Three Key Characteristics of Driven Entrepreneurs
When we dive into the three key characteristics of driven entrepreneurs, there’s a few really interesting things in this special report. Let me blow this […]
October 2022 Econ Update
We like to follow personal consumption, business investment, and home building, combined, which is called our “core” GDP. The problem is that although overall real […]