I often hear people make a dangerous assumption: “I use my CPA as my financial advisor.” I definitely don’t have anything against CPAs. I mean, I am a CPA! But people misunderstand what CPAs do, and the assumption is they…
Thanks to my wife, Kaimey for kicking us off this week! If you missed Part 1, go back and read it to get caught up! First of all, let me clear up some things from Kaimey’s story. Since I’m the…
Hey everyone! It’s Kaimey here today, Scott’s wife. In honor of Valentine’s Day, we thought we’d do a fun two-part series this week on Marriage and Money. So I’m taking over the blog today to get started! Being married to…
You guys remember the movie, Meet The Parents? It’s one of my favorites and is still funny every time I see it. I was thinking about the scene when Greg (played by Ben Stiller) meets his future father-in-law Jack (played…
It is definitely a first world problem. Too much cash. Many people wish it was one of their problems. It’s a good one to have if you have to pick a problem in life. But it is a situation that…
Kaimey and I recently built a new house and have been slooooowly working on the landscaping around our property. We finally have several trees planted, and some are fruit trees. So if you’d like peaches, pears, and plums, come see…
Retirement is one of the most exciting stages of life. We all look forward to it and dream about what it looks like the closer it gets. Will we travel to exotic places? Have lots of grandkids to spoil? Find…
2019 is here! It’s a new year, a clean slate, a blank canvas. Opportunities for self-improvement abound, new goals are set in place, “become less of this and more of this” perspectives are trending, everyone's picking an inspirational word. Good…
I had a new client come to me one time with a big problem. A big, $135,000 problem. The problem’s name was taxes. He had sold a piece of land in West Texas and came to me to help him…
One of the things I hear clients say all the time is, “We just don’t know where our money goes!” It’s easy to identify with them. It’s amazing how fast paychecks can be blown through when we have so many…
