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A Controversial Advanced Tax Strategy

I have some bad news for you. If you own a qualified plan (IRA or 401(k)) then you may be in a possession of a bomb—a tax bomb to be more exact. For years the “High Priests of Finance” have [...]

No More Credit Card Debt

LIVING WITHOUT CHARGING A few weeks ago we talked about living a lifestyle without DEBT and how you can afford your lifestyle by first determining "how much income you need to life the lifestyle you desire." If you recall, the [...]

Changing Your Financial Pace

Changing Your Financial Pace The long-term survival of a human being, a family, a company, a nation, or a tomato plant for that matter, depends upon its ability to be more right than wrong in the [...]

A Story About Gravity

A Story About Gravity If you live on planet earth you know about the natural law of gravity. You understand the necessity of it. If you’re like me you’ve probably tested it. I remember the day [...]

The MATRIX: Navigating the Labyrinth of Financial Information

The MATRIX: Navigating the Labyrinth of Financial Information The Matrix was one of my favorite movies. Our hero, Neo, fights the establishment and learns the truth about the illusion of his world, ultimately transcending and operating [...]

How to Thrive, Expand & Pay Taxes

How to Thrive, Expand & Pay Taxes As a private practice owner, I have a natural disdain for paying taxes. I see how much my partners and I, and all of our clients pay every year [...]

Myth: The After-Tax Borrowing Rate

Myth: The After-Tax Borrowing Rate As a person weighs the options on whether or not to borrow money, the effect on income tax must also be factored into the equation.  That means one must understand what [...]

How to be Smarter than a Physicist

How to be Smarter than a Physicist Albert Einstein is quoted as saying, “The hardest thing in the world to understand is the income tax.” And this guy is a world-renowned physicist! I am thinking he [...]

No-Fail Strategy to Survive the Next Market Meltdown

The Private Practice Professional’s No-Fail Strategy to Survive the Next Market Meltdown We all know its coming… The next Great Recession, market “correction” or downturn, bear market—whatever you want to call it. These predictable busts in [...]

Cost of Financial Freedom

Cost of Financial Freedom Call me old fashioned, but I love the grind. I love it when it starts getting really heavy and hard. I love it when everyone is ready to quit and throw in [...]

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