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Here's What We Think

Do you make a "dangerous" amount of money? Thumbnail

Do you make a "dangerous" amount of money?

Making a "dangerous" amount of money is a real thing. If your income in 2021 was in the $150,000-$500,000 range you want to continue reading. If you're making $75k-$80k you probably have to have a pretty good handle on how much you're spending, how much you're saving and what is left over each month because you have to. There's not so much "extra" and so it requires you to be extra diligent about how you are spending your money (even more so if you're committed to a savings goal).

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Are You Using These Two Common Savings Vehicles For Your Children? Thumbnail

Are You Using These Two Common Savings Vehicles For Your Children?

New parents and grandparents are often eager to start helping out their kids and frequently ask this question, “What is the best way to start saving for my child?” 🤔 While there is no one right or wrong answer, the type of account you choose could make a big difference! This article will break down two of the most common savings vehicles for children, 529 College Savings Plans and Custodial Savings Accounts.

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Planning An Early Retirement? Here Are 7 Key Considerations You Must Review First Thumbnail

Planning An Early Retirement? Here Are 7 Key Considerations You Must Review First

I work with a lot of young professionals and there is a growing number of people in their 20s and 30s who want to retire early. You may have even heard the acronym FIRE before, Financial Independence Retire Early. Fortunately, it’s easier to work towards early retirement when you set out to do so at 20 vs 45 but there are also a lot of important considerations, and it takes some serious planning to pull this off successfully. ✔️

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Financial Planning: Are you more driven by short term cost or long term value? Thumbnail

Financial Planning: Are you more driven by short term cost or long term value?

There's a difference between HOPING that you will become financially independent and doing what it takes to get there. In my experience in working with my personal CPA and estate attorney, I've come to realize that cost is only a factor in the absence of value. In those relationships, where I'm the client, if I feel I'm getting the value that I want, I am HAPPY to pay these professionals their keep. They are doing work I can't do, don't want to do, and are going above and beyond to take care of me? Yup, I'm a happy camper.

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