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Financial Planning

What’s Going On With NIL?

…NIL deal. For help with NIL deals, or any other financial matter, schedule a call with a member of our team. Footnotes: https://www.statista.com/chart/25236/ncaa-athletic-department-revenue/ https://ftw.usatoday.com/lists/nil-college-basketball-football-best-weirdest-deals https://afrotech.com/nil-deals?item=14 https://www.insidehighered.com/news/2021/10/12/while-some-ncaa-athletes-cash-nil-others-lose-out https://www.si.com/college/2022/05/02/nil-name-image-likeness-experts-divided-over-boosters-laws-recruiting https://brobible.com/gear/article/factor-meals-review/ https://www.si.com/college/2022/05/09/ncaa-nil-guidelines-boosters-athlete-funds https://www.sandiegouniontribune.com/sports/story/2022-05-04/blame-ncaa-for-nil-getting-out-of-hand…

Taxes

Are You Reaping the Many Tax Benefits of Owning a Home?

…help clients navigate a wide range of financial and tax planning challenges. For help with your tax planning strategy, schedule a call. Footnotes: https://www.irs.gov/publications/p936 https://www.irs.gov/taxtopics/tc504 https://www.irs.gov/taxtopics/tc503 https://www.irs.gov/newsroom/home-office-deduction-benefits-small-business-owners https://www.irs.gov/forms-pubs/about-form-5695 https://www.kiplinger.com/taxes/605201/federal-tax-credit-for-electric-vehicle-chargers https://www.nolo.com/legal-encyclopedia/deducting-medical-home-improvements.html…

Retirement Planning

…goals. Our comprehensive, customized approach can help you enter the next phase of your life with confidence. Book Your Free Meeting Your Custom Retirement Plan Will Include: A Personalized Investment…

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Financial Planning

Taking Giant Steps in your Retirement Plan

…but for many it’s the right approach to take “giant steps” to get them back on track. “…tomorrows another day…I may as well play…” -The Police Footnotes: https://www.sciencealert.com/here-s-how-high-you-could-jump-on-other-worlds-in-the-solar-system https://www.dol.gov/sites/default/files/ebsa/about-ebsa/our-activities/resource-center/faqs/cash-balance-pension-plans-consumer.pdf https://www.irs.gov/newsroom/tax-cuts-and-jobs-act-provision-11011-section-199a-qualified-business-income-deduction-faqs…

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Financial Planning

Six Ramifications of Not Having a Financial Plan

…may face. If you’d like to begin the process of building your financial plan, please schedule a call. 1 https://www.businessinsider.com/rich-famous-celebrities-who-lost-all-their-money-2018-5#michael-jackson-was-reportedly-at-least-400-million-in-debt-when-he-died-unexpectedly-in-2009-1 2 https://andscape.com/features/why-do-so-many-pros-go-broke/ 3 https://www.aboutschwab.com/modernwealth2019 4 http://stageraw.com/2016/07/01/aeas-latest-missive/ 5 https://andscape.com/features/why-do-so-many-pros-go-broke/ 6 https://www.goodreads.com/quotes/499411-if-you-don-t-know-where-you-re-going-you-ll-end-up…

Creative Planning | Wealth Management & Investment Services

…plan – optimized to work harder, together. How It Works Tailored Investment Management No standard portfolios; no set-it-and-forget-it allocations. Our Investment Strategy $300B+ In combined assets under management or advisement…

Investing

Are You Rational or Are You Normal?

…which include private flights and air taxis, are 1 in 9,821. (Fortune, 2017) Because let’s face it, it’s just more interesting Sorry that’s the best I could come up with…It’s…

Financial Planning

How Women Are Financially Affected by Divorce

…your financial life before, during or following a divorce, please schedule a call. Footnotes United States Government Accountability Office, “The Nation’s Retirement System,” 2017. https://www.pewresearch.org/fact-tank/2017/09/20/americans-see-men-as-the-financial-providers-even-as-womens-contributions-grow https://www.ubs.com/content/dam/WealthManagementAmericas/documents/2018-37666-UBS-Own-Your-Worth-report-R32.pdf https://legaljobs.io/blog/child-custody-statistics/ https://www.creditcards.com/to-her-credit/surviving-divorce-financially/ https://www.worthy.com/blog/knowledge-center/insights/financial-study-on-divorced-women/ https://www.cnbc.com/2021/09/21/divorce-can-devastate-womens-retirement-savings-how-to-rebuild.html…

Financial Planning

Why Every Pro Athlete Needs a Fiduciary Financial Advisor

…challenges that may stand in the way of the client’s financial success. For help building your financial plan, please schedule a call. Footnotes https://www.sec.gov/rules/interp/2019/ia-5248.pdf https://www.sec.gov/rules/final/2019/34-86031.pdf https://www.finra.org/rules-guidance/key-topics/suitability https://www.statista.com/statistics/240102/average-player-career-length-in-the-national-football-league/ https://dunkorthree.com/nba-player-career-length/ http://baseballreflections.com/2020/03/19/career-paths-for-baseball-players-after-professional-sports/ https://www.irs.gov/individuals/international-taxpayers/foreign-earned-income-exclusion…

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Financial Planning

Having the Most Difficult Conversation

…hold difficult conversations with clients on a regular basis. If you have any questions or would like assistance with getting the conversation started, please schedule a call. Footnotes https://www.pewsocialtrends.org/2013/01/30/the-sandwich-generation/ https://www.morningstar.com/articles/957487/must-know-statistics-about-long-term-care-2019-edition

 

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