How We Think

Christmas in July

If you are like one of 35 million other American families, you received some money from the U.S. Treasury in the middle of July. You received this because of the…

Big Announcement!

Whenever starting out on their own, most planners’ biggest fear is not getting enough clients. All of the networks of planners I’m involved with spend ample time discussing this fear.…

Will Biden Raise Your Taxes?

My first blog post of 2021! We’re only a month into it, and this new year has already brought a lot of changes, including a new president. I’ve been receiving…

Favorite Day of the Year

It's been way too long since we've posted on the blog! Life is full and business is great, so the days are flying by. But we had to celebrate today…

Making the Most of It

Twelve years ago when our twins were born, Kaimey and I shared a dream to give our children the most exposure to other cultures and the world that we could.…

Rental House Update

In our last blog post I shared about a decision we made to purchase a house, update it, and rent it despite being a little reluctant. I thought I’d share…

How I Didn’t Follow My Own Advice

Do what I say, not what I do. About half of my clients have brought up the idea of buying a rent house. From what you hear about rent houses…

The Best Investment I’ve Ever Made

I think I just made the best investment I could ever make. Kaimey and I opened UTMA accounts for our kids and let them invest in the stock market for…

Spending Your Coronavirus Stimulus Check

Last Friday President Trump signed into law the Coronavirus Aid, Relief, and Economic Security Act (CARES Act). I’m not going to go into too much detail about everything in the…

My Thoughts on the Current Market

With the recent volatility in the market the past few weeks, I’ve been busy checking in with clients. I’ve shared with them our strategy, what we’re doing, what we’re not…

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