The Best Tax Deduction Ever It says right on my business card, “Integrated Tax and Retirement Planning”. So you’d be right if you guess we spend a lot of time helping our clients save money on taxes. There are great ways out there to reduce your tax burden and keep more money in your profile. [...]

You Can’t Have the Horizon One benefit of my job is that I get to meet a lot of very financially successful people. Some have accumulated as much as several million dollars. But do you want to hear something surprising? A lot of them are never really happy. Part of this comes from being driven. [...]

The 401(k) Jockey In another article, I analogized fees on mutual funds to jockeys on racing horses. My point was that there are some great, well managed mutual funds out there, but that some of those funds that have such staggering fees that they become like a prize-winning race horse saddled with a chubby jockey. [...]

Coaching Defined What’s the first thing that happens when you hire a personal trainer to help you improve your health? Does he sell you a treadmill? Does she sit you down on a bench and hand you a dumbbell to lift? No, of course not. A good fitness coach will look at your body type, [...]

The Call of the Entrepreneur “…Greed – for lack of a better word – is good. Greed is right. Greed works.” says Gordon Gekko, in the popular film Wall Street. I believe this kind of thinking is our enemy. Greed isn’t right. It doesn’t work for anybody. It’s not good for business, and it’s not [...]