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Lessons from the Grocery Store

Lessons from the Grocery Store A  while back, I was at the grocery store doing my weekly shopping and got behind a young mother with two kids in the checkout line. As I patiently waited for [...]

The Purpose of Asset Protection

In Econologics® Results-Based Financial Planning®, we utilize a 3-valued equation to guide us in the accomplishment of an Optimum Financial Condition in one’s household—Income-Expense-Protection. This sequential equation starts with the earning of income, then the intelligent spending of that income [...]

Protect Your Assets From the Enemy

Asset protection is an often overlooked, yet vital part of obtaining the Optimum Financial Condition. It also has many different meanings and applications. Most of us tend to think of asset protection in the scope of what happens if there [...]

An IRS Agent Walks Into a Bar…

An IRS Agent Walks Into a Bar… Ee all know jokes about the IRS and getting taxed seemingly to death. But I doubt any of us laugh when we pay those tax bills. Is writing that [...]

Don’t Let the Tax-Tail Wag the Dog

I have a confession. Taxes are not my favorite subject. The tax code is a complex labyrinth of opinions and verbiage which would take a lifetime of research to try and clarify. Unfortunately, in working with over 200 practice owners [...]

7 Ways to Lessen the Tax Bite

Income tax is a fact of life. It shouldn’t be, but it is--we live in a world today where we do not know anything else. It is a wildly subjective and inefficient system, but it is something that we cannot [...]

Will That Be Cash or Charge?

Will That Be Cash or Charge? In our current society it is common practice to use credit to pay for our daily life activities. Whether this is in the form of a credit card, a line [...]

The Rules of Debt and Credit

As a financial advisor, I continually get asked by my clients how they should handle debt and if they should borrow money for certain things such as buying a home, open lines of credit for a business or pay off [...]

Where’s the Beef?

Where's the Beef? Remember that ad from Wendy’s? It made us laugh, but it also made us question the quality of the burgers we were consuming at the time. Wendy’s focused on the quality of their [...]

Preserve Your Reserves

I do like simple things. There is no truer test of a genius then someone who can take something that is seemingly very complex and reduce it down to a simplicity. One of the reasons I admire private practice health [...]

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