Simply put…We help busy professionals, small businesses, and organizations succeed!
OUR MISSION
We help busy professionals increase their wealth building capacity by helping them manage their money, communicate with consistency and maintain a hyper-capable skill-set.
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This is an incredible interview. If you EVER want to exit the "rat race" you must first understand the game and shade of it all.
#LikeItOrNot this is 💯
youtu.be/xbSYHrl9eTY
Q: I have $270k in my 401k and I don't plan to retire for about 10 years. What should I do with it?
A: Chunk it! And stop the tax deferred asap! Go #Roth
#FinancialLiteracyMonth
#fixyourmoney
#moneygoals
Is Uncle Larry ranking to you?
There's way too many "insane" people out in these streets.
youtu.be/HAx_dINwJf8
LATEST BLOG POSTS
- In-Person Tax Appointments & Drop-offs for March 12th Last Call!Need to schedule a tax appointment or drop off? Dates & times are limited.
- 2021 Tax Year… More ChaosTaxpayers often think every tax year looks, acts and will turn out the same. This is sooooo not true, and it never has been. Things this tax year (tax year 2021) will be unpredictable and chaotic even more-so now that we are dealing with “multiple tax codes” as a result of all the tax changes brought on […]
- Getting Ready for Tax Season 2022!This quick message is just an overview of a few dates to know for now.
- Why I Recommend you OPT OUT of the Advanced Child Tax Credits If You Don’t Need the $$$ Right NowI’ve received a few questions about the ADVANCED payments on Child Tax credits, and decided to share my thoughts with you all. Unless you really need the advanced child tax payments, I recommend you OPT OUT of receiving them. These payments are ADVANCES on child tax credits you’re expected to receive in 2021. The advancement […]