Broker Check

Early Career Challenges

Debt

Being in a phase of life where you're having to acquire a lot of big-ticket items in a relatively short period of time without having had a lot of time to save means that debt is like a major challenge for you.  There are some key concepts that you must understand to eat this creature before it eats you.

Accelerated Debt Elimination

Accelerated Debt Elimination

What if we could show you a way to get out of debt sooner than you ever thought possible, including your mortgage, without spending one penny more than you are spending right now?

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Mortgages

Mortgages

How you pay for your home could be the most impactful financial decision you'll ever make.

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Take Control of Your Student Loans

Take Control of Your Student Loans

Do you have student loans?  Do you want to lower your monthly payment or pay off your loans faster?

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Stay on Top of Your Financial Life

Stay on Top of Your Financial Life

Now you can access your finances ANYTIME, ANYWHERE with our web portal or mobile app for Android and iPhone.

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Misinformation

By definition, it is not possible for you know what you don't know.  And to add to the problem, everything you know, you think is the truth.  Unfortunately, there are a lot of people and industries that profit handsomely from our ignorance.  It is imperative that you learn the truth if you want to have a successful retirement.

Club vs. Swing

Club vs. Swing

It's the swing that matters.

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Taxes

Taxes may be becoming a bigger and bigger problem for you.  You may be tempted to take every deduction you can get, but be careful.  Some deductions amount to tax deferral rather than an actual deduction, and you should understand the long term implications of those decisions.  Working with your legal and tax advisors, we may be able to give guidance on some long term tax issues that you may not be taking into consideration currently.

Taxes

Taxes

With a declining workforce and an aging population, the government's own accountability office admits taxes in the future will have to double in order for government programs to survive.

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Maximize Your Deductions

Maximize Your Deductions

Make sure your right pocket knows what your left pocket is doing.

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You May Not Be Saving Taxes

You May Not Be Saving Taxes

Would you cash that check?

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Standing in the Tax Line

Standing in the Tax Line

Compounding interest in a taxable investment account creates an increasing tax.

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Changing Demographics

One issue that few are talking about but could be one of the biggest challenges to your financial future if you're not prepared is the changing demographics that are occurring right now and will continue unabated.

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