How We Think

Can My CPA Serve As My Financial Advisor?

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…

Marriage & Money: Part 2

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…

Marriage & Money: Part 1

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…

Circle of Trust

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…

Too Much Cash

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…

Planting Trees

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.…

Planning for Retirement: All About Roth IRAs

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…

The Path to Freedom

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…

Charitable Giving Strategies

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…

Spending Where You Want

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…

Learn how we can put our expertise to work for you