Actionable Advice
Smart Ways to Build a Moat Around Your Wealth
Did you know that only about a quarter of successful business owners have an asset protection plan? Let’s discuss four ways you can protect your assets.
Charitable Giving – The Tax-Wise Way
Giving is rewarding. It feels good to be able to help others. Americans, especially the affluent, are some of the most charitable-minded. In fact, according to a recent AES Nation survey, 74 percent of people with assets…
Four Common Family Business Pitfalls and Their Solutions
While running a business is a lot of work and can be stressful at times, there is an undeniable sense of accomplishment business owners have in what they have created and what they are able to provide for their families,
Year-End Tax Planning – 3 Strategies for Business Owners That Could Save You Money On Your Taxes This Year
It’s getting late in the year, but there is still time to take action on a few things you can do as a business owner to improve your 2022 tax situation.
Year-End Tax Planning – 3 Strategies That Could Save You Money On Your Taxes This Year
It’s almost the end of the year. For those who want to save money on their taxes this year, there are still some year-end tax planning strategies you can look at incorporating by December 31 (if they work for your situation).
The Top Three Fears of the Financially Successful and How They Work to Overcome Them
Even the richest among us have fears. Some of those fears are universal ¬– the same worries many people have about health, family relationships, and the fear of losing wealth. But there is ONE BIG difference.
CHRIS’ BLOG
Estate Planning Is for Everyone!
Imagine for a moment, you have just gotten married and while enjoying dinner on your honeymoon, you mention the need to complete your estate documents.
Weather and Road Trips
For those living in Phoenix and Tucson, it seems as if this summer has been hotter than usual.
What’s For Dinner?
This past week, Katie and I went back to a simpler time. Simpler in that Francis was spending the week with family, so it was just the two of us.
Recent Questions
Society has been forced to learn how to communicate in a different way. No longer are we meeting face to face, rather it is over the phone or through video conferencing software.
What Can Candy Teach Us?
Recently, Katie and I have had some issues with our freezer not freezing, therefore having ice cream after dinner was not an option.
Sandcastles and a Day at the Beach
Recently, Katie and I were playing with Francis in and out of the pool. While playing out of the pool…
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