5 Powerful Tax Strategies you’ve Probably Never Heard

Taxes are the biggest bill you pay in life. They hinder your wealth growth and desired financial impact on the world. A well-synergized wealth and tax strategy can significantly impact you, your family, and the generations that come after you.  Here are five powerful tax strategies many of our new members and their tax preparers […]

After Year-End Manipulation Checklist

Ways to save on last year’s taxes  Late (but legal) Contributions 401K Contributions IRA Contributions HSA Contributions CESA contribution – no write-off Change of Accounting Methods Cost Segregation Study Cash to Accrual & vice versa Real Estate Deductions Bonus depreciation Maximize safe-harbor write-off Section 179 Special allocation of sales price Partial Disposition Making sure you’ve […]

Community Steward Job Search

We’re looking for a Community Steward to join our team and help our Financial Journey community reach “work optional” – and beyond – to “wealth optimization,” supporting their desired impact and life vision. About the role: You’ll welcome each new member into our community, handholding them through onboarding and then periodically checking in with them […]

10 Actionable Steps to Make “Wealth THE Business”

1. Write your Life Vision: In the journey of life, a life vision equips you with the clarity and motivation needed to create a detailed plan to achieve it, making it easier to break down long-term goals into manageable steps. You can better manage your time and resources, prioritize what’s important, and measure your progress toward your […]

Wealth Strategies Guiding our Community

For 2024, uncertainty is unusually high, with the biggest names in finance making soft predictions. Below are my 2024 predictions based in part on the big names in finance and my personal observations: Uncertainty is unusually high, and expert predictions are unusually soft. The economic outlook remains fragile. Interest rates have peaked or will do […]

Certain Assets for Economic Uncertainty

Most economists are predicting a recession late this year. Predictions are the surest way to be wrong about something. 😉 However, we can look at macro-level trends to make some educated “bets” on the market. As investors, we look at macro-level predictions to guide our micro-level investment. Meaning I select specific deals I believe are […]

Lucrative Commercial Real Estate Conversions

Discover the most lucrative opportunity in commercial real estate today. Office Building Investments at a Discount Currently, office buildings are being sold at the largest discount in decades, and this trend is expected to continue for at least the next three years. While some may view this as a challenge, we see it as an opportunity […]

Are you a savvy shopper?

Shop your investments like you shop for a car. What’s the process you go through to purchase an automobile? Fit – What fits my needs? Do I need an off road vehicle that can weather a bumpy ride? Is speed the most important factor? As an investment, am I okay with only getting a return […]

A Perspective on the Coronavirus

“This is preeminently the time to speak the truth, the whole truth, frankly and boldly. Nor need we shrink from honestly facing conditions in our country today. This great Nation will endure as it has endured, will revive and will prosper. So, first of all, let me assert my firm belief that the only thing […]

Coronavirus Response Strategy

Key Takeaway: We are facing a deflationary depression followed by strong inflation OR stagflation. Watch the real-time impact the Coronavirus has on businesses through a time sheet company. You can view business closure and employee hours lost by city and state. There’s a staggering 55% of lost hours by employees and 43% of businesses are closed as […]