Building a Better Personal Network

Building a Better Personal Network

We work a great deal with asset sheets and financial numbers for our nationwide clients. We’re always on the hunt for ways that we can minimize tax burdens and be strategic about every available resource on behalf of the families and people we serve. But what is...
Training Your Heart For Good Financial Stewardship

Training Your Heart For Good Financial Stewardship

Working with my nationwide clients’ finances over the years has given me a bit of a crash course in human behavior. Often, I’m floored by the generosity I see displayed by many clients — even those without significant means. Other times … well,...
Smart Planning for Financial Independence

Smart Planning for Financial Independence

I have more to say about financial independence today (since I received some great feedback the last time I wrote about it). But before I get there, I’d like to speak some encouragement to you. A few people wrote me saying that they were feeling pretty...
Four Keys to Achieving Financial Freedom by Smart Tax

Four Keys to Achieving Financial Freedom by Smart Tax

I truly hope you enjoyed your Independence Day festivities. Perhaps you’re still enjoying them? Interestingly, did you know that the Declaration of Independence was actually approved on July 2nd, and most of the delegates didn’t sign it until August 2nd?...
Smart Tax on Patterns and Habit, via Parable

Smart Tax on Patterns and Habit, via Parable

Last week I wrote about worry, and this week … well, the summer is fully upon us, and as things get hotter, some days I come into the office and without the intensity of tax return filing season to keep me distracted, I occasionally find myself a little stuck....
How to Stop Worrying by Smart Tax

How to Stop Worrying by Smart Tax

There are so many things in our modern world that are true causes for concern. Whatever your politics, the atmosphere in Washington is tense. There is unrest across the culture, and a sense that many of the things that we have grown to rely upon aren’t nearly as...