by GeorgeG | Apr 1, 2022 | Blogs
When you’re going on a trip, there’s a lot to prepare for. The first step is deciding what you want to do, and where you want to go. You need to make sure your vehicle is capable of getting you to your destination and that it’s ready to make the trip. From...
by GeorgeG | Mar 31, 2022 | Blogs
I don’t know about you, but I’d rather have all my investments be tax-free. While this may not be possible, it pays to understand our options when it comes to building tax-free wealth. 401(k)s came into existence in the late 70s and were widely adopted in the...
by GeorgeG | Mar 30, 2022 | Blogs
The best time to plant a tree was 30 years ago. The next best time is today. Is it possible for you to become a millionaire? The answer is most certainly yes. 80% of new millionaires are self-made, meaning they didn’t inherit their wealth. So, if you don’t come...
by Justin Goodbread CFP®, CEPA®, CVGA® | Mar 29, 2022 | Blogs
It seems like you can’t go anywhere without hearing about cryptocurrency. There are television commercials, social media ads, and I’d estimate that around 3 out of 5 direct message requests I receive on LinkedIn are people trying to convince me to purchase crypto from...
by GeorgeG | Mar 29, 2022 | Blogs
The financial planning process is something you can master. It can also be intimidating if you’re new to personal finance and/or aren’t currently investing. The entire financial services industry is unnecessarily complex. While there are a lot of moving parts to...
by GeorgeG | Mar 28, 2022 | Blogs
Could you be wealthier than Bill Gates and Warren Buffett? I think the answer is yes. Gates has a net worth of approximately $135 Billion, and Buffett’s is approximately $126 Billion. The definition of wealthy is “having a great deal of money, resources, or...
