In an increasingly automated world, where subscriptions can be started with a single click and charges often quietly renew month after month, it’s easy to lose track of where your money is going. While technology has made financial transactions more convenient, it has also made it more important than ever
According to security.org, sixty-two million Americans experienced credit card fraud in 2024, with unauthorized purchases exceeding $6.2 billion annually. It is also worth noting that most fraudulent charges were accessed remotely through personal data and account information, rather than lost or stolen cards. This highlights the importance of taking steps
The next decade in business won’t look anything like the last. The rules are changing. Fast. What used to work — predictable growth, simple systems, even traditional marketing — is becoming outdated. We’re entering a time where adaptability, speed, and clarity matter more than size or legacy. After listening to
You’d be surprised how fast your financial life can change when you have a clear plan—and the right team behind you. Just ask John. We first met John on February 4th. At that time, he was feeling stuck. Not broke. Not reckless. Just… overwhelmed. Despite having a liquid net worth
James built and sold a company for eight figures. He didn’t inherit wealth. He created it—through grit, risk, long hours, and an unwavering belief in what he was building. Today, James is worth over $10 million. But here’s the twist: You’d never know it. He doesn’t drive the nicest truck
An Exchange-Traded Fund (ETF) is an investment fund that holds a diversified portfolio of assets such as stocks, bonds, or commodities. For example, an S&P 500 ETF holds stocks from the 500 largest U.S. companies, providing investors with broad market exposure. ETFs trade on stock exchanges like individual stocks, offering
Tax season can be a stressful time, especially for small business owners and self-employed individuals. With so many moving parts, it’s easy to overlook valuable tax deductions that could significantly reduce your tax liability. Fortunately, the IRS offers a range of deductions specifically tailored for business owners – and those
As part of the SECURE 2.0 Act, owners of 529 plan accounts can now make tax- and penalty-free rollovers to a beneficiary-owned Roth IRA retirement plan account. This change provides more flexibility to families who worry about having unused or leftover funds in their 529 plans. Before the SECURE 2.0
The stock market is expected to be down another 2% today. Do these 4 things before you decide to buy or sell. I’m sure you’ve heard “Buy the dip” a million times in the past 5 years. As a wealth advisor, I know I have! Investors have become increasingly smart
Early in my career as a financial advisor, clients would often ask me:“What number do I need to retire?” They believed that hitting a certain financial milestone was the key to freedom. And for a long time, I believed it too. I’d run the calculations, project the returns, and set