From the blog

You did it! You weren’t one of those people that waited until the last minute. You took your receipts and paystubs to your accountant months ago and now your taxes are safely nestled in the protective bosom of the IRS. Classic. Seriously, it can be a relief to get your taxes done because it can […]

April 5, 2022

Inheriting An IRA

Proverbs 13:22: “A good man leaves an inheritance to his children’s children.” (NKJV) Inheriting anything is such a blessing. I remember when my mother-in-law Debbie died suddenly how much of a blessing and a shock it was to my wife to inherit a little bit of money. Not much, mind you, but it was so […]

Wouldn’t it be wonderful if instead working because you had to you could work because you want to? It’d be nice to wake up in the morning motivated to serve and join in your community, rather than wake up slightly agitated that you’re off for another day serving someone else’s goals and desires. I know […]

It’s tax season! You and millions of other people are gathering documents smattered with seemingly random number/letter/hyphen combinations. W-2 K-1 1099 1099-R 1099-DIV 1098 1098-T 1099-INT 1095-A W-4 It’s time to diligently document every dime you brought in and try to find every expense you can deduct. If you still have to pay taxes after […]

That doesn’t mean we have to enjoy them. They happen frequently. I build portfolios knowing this and factor in large pullbacks. Sure, these are buying opportunities and big drops are necessary for those of us that are socking money away for financial independence. They’re also scary as heck and uncomfortable and especially nerve-racking for the […]

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