As a self-employed individual or successful business owner, you’ve got a lot on your plate. Thinking about the nuances of retirement accounts probably isn’t the first thing on your mind. Regardless of how well your…
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The Biggest Financial Mistakes I See with High-Income Earners
If you’re like many of my clients, you’ve probably made a good living for yourself, with a steady, high income and a comfortable retirement on the horizon. That’s great! But it doesn’t mean that you’re…
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What Should You Do About Inflation and Stock Market Volatility?
After a three-year rally, the financial markets have been down for seven straight days, marking their worst slide since the pandemic decline in March of 2020. (1) Monday’s intraday market dip put the S&P 500 down…
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$1 Million Isn’t What it Used to Be: Debunking the Million-Dollar Myth
Does anyone remember the days when $.86 bought a gallon of gas? (1) Or when a new home cost about $96,000? (2) Those were the same days that $1 million could buy you anything and everything, and…
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We Are Here for Your Friends and Family This Holiday Season
Life, even in normal times, is full of change. Then we have a wild year like the one we just walked through and it’s hard to remember what the world was like pre-2020. Thankfully, you…
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What We Do and How We Can Help
You have dreams about your future—about how you want to spend your time and how you want to live a life that is fulfilling and meaningful. But how do you get there? It can be…
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Retiring Early: How Your Savings Can Last 40 Years or Longer
It used to be that you could work for the same company for 40 years and retire with a pension that would allow you to live comfortably for the rest of your life. Those days…
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How a Fee-Only Fiduciary Benefits You
It’s always the goal to make your money work as hard for you as you’ve worked to earn it, but developing strategies and tools to do that can be both daunting and time-consuming. Most of…
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How Commercial Real Estate Brokers Can Manage Their Fluctuating Income
As a commercial real estate broker, you can potentially make a lot of money over the course of your career. But the deals you manage can take months or even a year or more to…
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See A Sample Financial Plan for a High-Income 1099 Employee
It can be hard enough to manage your finances when your circumstances are relatively simple, let alone when you have extra challenges due to your career. When you need help, how do you know who…
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