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Mid-Career Challenges

Debt

By now you have acquired a good amount of debt between your home, cars, toys, etc.  You just want to get out of debt but there are still too many demands on your cash flow to pay them all off.  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 in 9 years or less, 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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The Private Reserve Strategy

The Private Reserve Strategy

An efficient way to pay for your major capital purchases without interrupting the cycle of compounding interest.

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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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Misguided Wisdom

Misguided Wisdom

Being told what to think involves you transferring your wealth away to those who create the situations, control the outcomes, and profit from you.

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Inflation

You probably have not given a lot of thought to this until lately, but this will continue to present many challenges to you throughout your lifetime.  It seems confusing.  You hear that inflation is low but to fill your grocery cart it costs 2-3 times what it did a decade ago.  Something doesn't seem right.

<p>Inflation & Your Money</p>

Inflation & Your Money

It's important to understand how inflation is reported and how it can affect investments.
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<p>Impact of Taxes and Inflation</p>

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
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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, it would be wise to work with a financial advisor that can give guidance on some long term tax issues that you and your accountant 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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