Is it possible to be in a worse position because you are making the most money you ever have? It happens more than you think. It’s not just the tax impact of additional income, but many of the lifestyle decisions that build up over time.
If you found this post, you are probably wondering to yourself what is up with the fun name for a financial planning firm? That is not normal. You may also be thinking why would I choose such a non-conventional company to navigate my important financial planning decisions? Well, I do not expect to be a fit for everyone. However, those who have found me to be a great fit, really benefit from not only the…
Did you know that almost anyone can call themselves a financial advisor? Is that concerning for you as a consumer or a seeker of financial guidance? In this strategy guide, I want to provide you with an overview of all of the different flavors financial advisors come in. I’ll warn you now that I clearly have a bias, but it is an educated bias and I’ll try to be as objective as possible. Below…