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Insights to Grow Your Financial Confidence
Stay informed with expert advice and actionable tips on financial planning, investment strategies, and tax planning. Our blog is designed to help you make smarter decisions for a secure financial future.
Time is of the Essence
Shortly after starting my first "real" job out of college, the iPhone became available. There were predecessors to the iPhone which could be dubbed as "smartphones," but the iPhone changed the...
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You Are Not a Billionaire
You might think my headline is a bit bold but consider that there are only roughly 1100 billionaires in the US. The current population of the US is estimated to be 340 million. That means there’s a...
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It's Not Working
I’m a football fan. Maybe you’re not but you’ll be able to understand this. When a team is successful with a play, I am very much in favor of trying it again until it doesn’t work anymore. Then...
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Does the National Debt Matter
How Do We Make Sense Out Of the $37 Trillion National Debt?“Ronald Reagan proved that deficits don’t matter.” Dick Cheney, American businessman & former vice president of the United States“The...
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The Market is Not the Economy
Imagine trying to drive your car by looking in the rearview mirror. (You're probably thinking, "Really Kevin, another driving analogy?" Stick with me though as it remains relevant.) If you're...
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The Rich Getting Richer
“The most beautiful words to me” Donald Trump … “new golden age…” Donald Trump After the inauguration, Donald Trump said we will be entering a new golden age. He didn’t explain why he thought that...
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One Big Beautiful Bill Act: A New Era in Tax Strategy
The "One Big, Beautiful Bill Act" (OBBBA) is more than a political talking point—it's a transformative law that brings a sweeping array of tax changes with crucial implications for you. Whether you...
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