ESTATE PLANNING

Estate Planning

Estate planning is the process of transferring assets and property. 

Academy Coaching Program

Eliminate confusion with a plan built just for you. 

Gain full access to Money Alignment Academy plus one-on-one financial coaching. 

THE PURPOSE BOOK

YOUR GUIDE TO AN EXAMINED AND ALIGNED LIFE

THE PURPOSE BOOK

YOUR GUIDE TO AN EXAMINED AND ALIGNED LIFE

THE PURPOSE BOOK

YOUR GUIDE TO AN EXAMINED AND ALIGNED LIFE

THE PURPOSE BOOK

YOUR GUIDE TO AN EXAMINED AND ALIGNED LIFE

Blog Posts

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Tax-Free Wealth: 6 Ways to Get More

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 early 80s. In 1981, the highest marginal tax rate was 69.13%. Savers were excited to be able to make pre-tax contributions to their 401(k)s because it allowed them to reduce their tax liability.

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What States Don’t Tax Retirement Income, and How Do I get More Tax-Free Income?

There are seven states with no income tax, meaning these seven states don’t tax retirement income

  • Alaska
  • Florida
  • Nevada
  • South Dakota
  • Texas
  • Washington
  • Wyoming

Podcast Episodes

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Tax Planning with Tom Wheelwright

LifeBlood: We talked about tax planning, how to be an active participant versus silent, strategies for reducing income tax liability, and how to get started, with Tom Wheelwright, CPA, Best-selling author, and Founder and CEO of WealthAbility. Listen to learn why you should start thinking of the government as your partner!

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Tax Planning with Mark Myers

LifeBlood: We talked about tax planning, how to legally pay less money in taxes, how best to work with professional advisors to position yourself for success, and how to get started with Mark Myers, tax savings architect.

Listen to learn how if you can benefit from tax savings strategies!

Courses

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DIY Financial Plan Workshop

Is it possible to do your own financial plan? The short answer is yes. We’ll walk you through the steps for making it happen!

Additional Resources

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My Code: A (Family) Values Workshop

To live a truly fulfilled life, you need to follow a code. Your code clarifies your most important values so you can live them everyday. In this webinar you will:

  • Explore your most important values and prioritze them.
  • Question why they are of greatest importance.
  • Determine how you’re currently living them and where there may be opportunities for improvment.
  • Development a plan for ensureing you and your loved one are living a life aligned to your highest values.
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DIY Financial Plan Workshop

Is it possible to DIY a financial tested by ahmed? The answer is yes, and this workshop will walk you through the important considerations and steps to take!