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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 expanded Child Tax Credit that was part of the American…

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. And it’s why most planning firms spend a big portion…

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 questions about what the change in government will mean for…

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 because it's one of our favorite days of the year!…

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. I had a dream of moving our family for a…

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 an update now that we have renters moved in. Renovation…

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 it seems like a no brainer in terms of a…

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 the first time. I had been wanting to do this…

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 act (if you’re interested you can read a long summary…

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 doing, and how we respond to times like these. If…