by Qzx9y5 | Mar 1, 2021 | Financial Advice, Personal Finances
There has been a lot of drama this last year, and no one can say otherwise. Even with a new president, mass vaccinations, and a “united” Congress, the pandemic isn’t going away. And people are still hurting financially. Should You Use The Equity In Your Home? It’s... by Qzx9y5 | Feb 22, 2021 | Personal Finances, Success Habits, Uncategorized
Is this the year where you will be helping your child with their first tax return? Every decade brings a new generation of taxpayers. As this happens, old clients and friends reach out for guidance as their kids or grandkids are beginning their “journey” as... by Qzx9y5 | Jan 25, 2021 | Financial Advice, Personal Finances, Success Habits
Resolve To Grow Your Skills Okay, we’re a few weeks into 2021 and did you resolve to grow your skills in the new year? A LOT of folks have already forgotten those New Year’s Resolutions from December 31st. In reality, that’s nothing new. But I want to ask you to make... by Qzx9y5 | Dec 28, 2020 | life insurance, Personal Finances, Retirement
Yes, you read the title correctly. Now, first things first, I’m NOT a life insurance specialist, but my industry works closely with a wide range of specialists in the retirement, estate planning, legal, and investment fields. Life Insurance As A Retirement Plan One... by Qzx9y5 | Dec 21, 2020 | Gig Economy, Personal Finances, Taxation
One of the least common things for many people who get a regular paycheck is a tax bill. Oh, sure, you might have to pay a few hundred dollars once every few years on April 15th. But for the most part, the United States Tax Code is designed to allow you, as a wage... by Qzx9y5 | Nov 30, 2020 | Financial Advice, Personal Finances
When you’re looking to hire a financial advisor, contact me. It’s no secret that I give out what could be termed “financial advice” and while I’m not officially a financial advisor, the team and I get a load of calls from clients asking me who I recommend. I...