Learn how to reduce unnecessary taxes in retirement with smart strategies for Social Security, RMDs, Roth conversions, and more.
Business Owners
Wealth Myth #10: The Search for the Magic Bullet Myth Magic Bullet - something that cures without causing harmful side effects. I always tell successful folks who seek me out for help, there is nothing I (or anyone) can offer you that doesn’t have side effects. Do you believe that?
Business Owners
Here is an interesting fact about flying. And the reason to thank your pilot… and the instruments. If you fly off course just one degree, you will miss your target landing spot by 92 feet for every mile you fly. The longer you fly, the more you will go off
Business Owners
Wealth Myth #8: The 401(k) Binge Myth “Binge on your 401(k).” [Binge – a period of excessive or uncontrolled indulgence.] They don’t say it that way. They say everyone should “max out” their retirement monies – IRAs, 401(k) Plans, 403(b) Plans, SEP Plans, Profit-Sharing Plans, Defined
Business Owners
Let me tell you a story… Once upon a time, there lived a beautiful queen and her handsome king in a castle in the middle of a fair land… You've read many, many stories like this before. What’s the first thing the king would build around his
Business Owners
I shared with you 5 Wealth Myths over the past month Myths (if undetected) lead to mistakes. Costly Mistakes. That’s why myths are critical to identify and quantify their impact. In times of uncertainty, informed action is your best ally. There are NEW forces at work in the economy
Business Owners
Hurricanes and storms devastate houses by the ocean. One of the ways to protect an ocean-side house is to build it on pillars. Much safer. Your RETIREMENT LIFESTYLE is no different. The 4 Pillars to Retire Abundantly are: Pillar #1: Becoming the PERSON You Want to Be Pillar #2:
Business Owners
Markets shift. So do you. But most people never update their investment strategy to reflect what really matters now predictable income, lifestyle preservation, and peace of mind. Why This Matters Now You’ve worked hard to build something meaningful—whether that’s a business, a career, or a life you’
Business Owners
Recently, an 18- year-old Florida man was arrested for pretending to be a licensed doctor. He had opened his own office in West Palm Beach, where he performed physical exams and offered medical advice. His website identified his clinic as a staff of alternative medical professionals that create a
Business Owners
Life moves fast. Headlines. Markets. Notifications. Even in retirement, many people feel like there’s never quite enough time for themselves, their health, or the moments that matter most. Lately, I’ve been exploring something simple but surprisingly powerful: stillness. I picked up a book called Strength in Stillness by
Business Owners
Myth #4: The Financial Super Star Myth This myth is an unspoken myth that has sprung out of Wealth Myth #6 (stay tuned). This myth implies that you should be a super star in your core career … AND … you should be a super star wealth advisor. Does that make sense?
Independent Women
Have you ever heard of Jeanne Calment? She was born in France in 1875 and lived until the ripe old age of 122 years and 164 days, before dying in 1997. She met Vincent van Gogh and watched the first space shuttle launch! What an amazing life, especially considering the
Business Owners
Have you asked yourself (more than once) lately… “What in the world is going on in the world? Am I doing the right things to protect myself, my family and my wealth? Am I doing enough to preserve my lifestyle in retirement?” If so, YOU are not alone. I can’