Taxes. Taxes. Taxes. This is the narrative and the threat out of Washington. For good reason, too. The proposals by the Biden administration are to raise the tax rates. With the current proposals, single payers earning $400,000 or more, and joint filers earning $450,000 or more would be impacted the most. The top tax rate…

Few things in life are no-brainer investments. One absolute no-brainer investment for me is my kids. And not just in their schooling and activities. Investing in the relationship is by far the most valuable investment! This past weekend marked the sixth consecutive father/son weekend at Camp Highland. There has been no better place I’ve found to…

Investment accounts. Portfolio balances. Financial products. Returns up. Returns down. But are you ready? Are you ready to endure the real-world ups and downs of financial retirement? There is no time to waste. You either are ready, or retirement will show you how un-ready you are… but by then it’s too late. Click Here to…

You want your pilot ready for the Sully moment. Of course, you never want to have that experience, but it’s helpful to know your pilot is trained for it. That is the real power of the flight simulator. It allows the pilot to experience possible future conditions without having to actually go through them, so…

Everyone wants to retire. Everyone would like to retire on their own terms. And everyone who retires on their own terms, and does it seeking to make a difference for others, will retire with great reward. One of my mentors from a distance, the late Zig Ziglar used to say… “Money will buy you a…

Taxes are a big concern for retirement. There is so much confusion. Kevin Harrington, an original “Shark” on the hit TV Show Shark Tank, recently joined me for an interview on the Capital Gains Tax Solutions show. Harrington and I recently released our new book, Build Wealth Like a Shark, and on this show, we…

The investment landscape is full of twists and turns. How are you navigating them? For too many, they have FOMO! Fear Of Missing Out. When you have FOMO you’re chasing a return. This notoriously leads to not only sub-optimal returns, but an unsettled mindset too. Watch this quick video about the dangers of Chasing What’s…

Your Ultimate Lifestyle For far too many the ultimate retirement lifestyle feels out of reach. Uncertainty… in the market… in the economy… and with health can do this. BUT, it does NOT have to be that way. Imagine… going where you want when you want. Imagine… being with those you want to be with doing…

Product or Purpose? “Sold” says the auctioneer every few seconds. If you’ve never been to an auction, it really is quite exciting. When it comes to planning your retirement and enjoying your future though, this is not the experience you want, and it certainly isn’t the one that will give you confidence. Yet, the financial…

Do You Know What It’s For? The financial industry would lead you to believe that the purpose of your money is to get a certain return. Yet, no one can control what that return will be. The stock and bond market will go up and down by varying degrees over an uncertain period of time.…