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In 1974, the boxing world witnessed a legendary match between George Foreman and Muhammad Ali, known as the “Rumble in the Jungle.” Ali, stripped of his heavyweight title for opposing the Vietnam War draft years earlier, sought to reclaim his glory against Foreman, the undefeated champion. Concurrently, the financial industry experienced a significant shift with...

Opening day in baseball and setting personal financial goals both signify fresh starts and the pursuit of possibilities. Establishing clear financial goals, whether it’s saving for a dream vacation or retiring comfortably, sets the stage for future achievements. Success in baseball and finance isn’t just about individual efforts but the synergy of a well-rounded team....

Every story has a beginning, and this is the story of the mutual fund. Today, they are ubiquitous in 401k plans, with most workers using them to build a retirement nest egg through small investments from each paycheck they receive. These investments are divvied up into various fund accounts, which, in turn, are diversified into...

This is a busy time of year in the tax and financial planning world. With the deadlines of taxes looming, my schedule fills up fast with a constant stream of high school baseball games. Between tax season and sports commitments, there’s barely a spare moment from February to April 15th. Many people can relate to...

In today’s fast-paced world, time is precious, and finding ways to reduce stress and worry is crucial. One effective solution is automation, particularly when it comes to managing your finances. Over the past decade, I’ve had numerous discussions with friends and family about simplifying their financial responsibilities. While many express concerns about security, it’s important...

We recently onboarded a new client that was interested in saving money for his children using an UTMA account. He was familiar with 529 College Savings Plans, but wanted another option for his children to access funds during adulthood if they didn’t need the money for college education. We recommended an UTMA account to help...

Even as the calendar has turned to 2024, there are several things one can do prior to filing taxes to reduce your overall tax liability for 2023. A part of our Purpose-Built Planning Process (which you can find here) involves implementing strategic tax planning opportunities that reduce our client’s tax bill. Some of the more...

A New Home We stumbled across him at a specialized dog breeder in Middle Tennessee in late 2011. We were there looking for a Soft Coated Wheaten Terrier puppy for our daughter as a Christmas gift that year. As we entered the parking lot, I noticed an energetic dog in a fenced area. He sprinted...

Have you ever received a flyer that made you take action? I recently received a flyer from one of the new businesses in town for a free chiropractic exam (side note: I’d never been to a chiropractor), making me consider how taking preventive actions is essential not just for our physical health but also for...

It’s that time of year again, AGAIN. The time where I make the annual resolution/self-help/change your life January blogpost. You’ve likely seen a few of these on your social media feed or news broadcast. I’ve written many of them over the years (In One Year and Out the Other in 2023 was the most recent)...

“To improve is to change; to be perfect is to change often” – Winston Churchill As 2023 has come to a close, and we look forward to what 2024 has in store, it is a great time to take a step back and reflect on the good, bad and ugly from 2023. Were goals met?...

It’s early morning on Christmas Eve as I write this. My adult kids are home and a few other family members will arrive later today. My wife will spend most of today in the kitchen preparing a feast for dinner later today. My daughter arrived home from Phoenix yesterday and later today we will resume...