Join our Newsletter

Writings

Ep. 4 | The Secret to Paying for Large Expenses Tax Efficiently

Have you ever needed to take a large withdrawal from your retirement account over and above your monthly income needs? Maybe you need a new car or have wanted to purchase a boat for your lake house. How do you go about making these withdrawals without getting killed in taxes and jeopardizing the rest of…
Read More

Focus More on Compounding for Retirement Planning

Here’s what construction jobs and compounding have in common with retirement planning. This summer, we moved into a new home. It was a new development project. The developers are still building out some additional townhomes a few blocks east of where we live. Each night we take a stroll around with the kids in tow…
Read More

How to Find Your “What” In Retirement

When you retire, you move from a state of “have” to do something, as in “have to go to work” to a state of “getting” to do something, as in you can now focus your time and attention on activities that you enjoy (You could argue that this frame of mind is what we should…
Read More

Ep. 3 | Three Tax-Saving Strategies from the CARES Act

  As we head into the holiday and giving season, here’s 3 strategies to help you save on taxes via giving thanks to the CARES Act that was passed last spring in response to the coronavirus. These changes are for this year only, so I want you to know about them. 1) $300 above-the-line deduction for gifts…
Read More

I Learned This Riding My Bike

I was doing a power zone training workout on my stationary bike the other day. The workout consisted of a medium effort stretched out over a longer period of time. I wasn’t gasping for air during the working, and I felt like I still had energy in the tank when I finished. Some might think…
Read More

Where Is This Bus Going?

Business strategy and growth plans are typically locked away in an ivory tower of a corporate board room or executive office, only to be discussed with those privileged enough to be in the inner circle. We feel that clearly stating who we are, what we are about, and where we are going is just more…
Read More