3 Simple Steps

3 Simple Steps

Happy 2019!  A new year smells wonderful, doesn’t it?  Fresh opportunities abound, and dreams are borne.

Were you compelled to build an opportunity fund after reading my last blog post?  I certainly hope so.  This article tackles the “how” of building one in three simple steps.  

2 Reasons We Used Our Opportunity Fund in 2018

2 Reasons We Used Our Opportunity Fund in 2018

Why save for opportunities when everyone tells you to save for emergencies instead?

Because you’ll be operating from a place of abundance, not scarcity. I’m a financial advisor, and here are two reasons my family dipped into our opportunity fund this year.

Year-End Tax Planning Opportunities

Year-End Tax Planning Opportunities

About one year ago, the Tax Cuts and Jobs Act (“TCJA”) of 2017 officially passed – creating significant change for many U.S. families.  This represents an update to my December 2017 article on tax reform and planning opportunities you should consider before December 31, 2018. Ready to nerd out with me?

Give Thanks, and Get an Opportunity Fund

Give Thanks, and Get an Opportunity Fund

As we approach the holiday season, it’s easy to get overwhelmed with the growing list of to-dos. Please sit back for a minute and take stock. Think about the greater purpose behind the holiday bustle.

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