From optimizing cash flow to protecting your assets, from minimizing your financial risks to building a wealth architecture and a family legacy.
And How to Prepare for What’s Next 2020 has been a financial rollercoaster. Early in the year, the economy looked to be strong and vibrant with historically low unemployment record highs in the stock market. By the end of February, fears over coronavirus started wreaking havoc on the market. And then in March, the financial…
Watch the video and you’ll see ugly $125,000 tax bills… Triple state taxes… Nasty tax penalties… Endless audits… And DIY tax mistakes that will make you cringe. With the (delayed) tax deadline coming soon, it’s important you know what’s at stake. You see, the U.S. Congress was trying to do a favor for taxpayers by…
It’s been 103 days since the first Coronavirus infection was reported in the United States. And 44 days since the first state-wide stay-at-home order. Since we’re all a little (or a lot) more isolated these days, it can feel good to know that you’re not going through this alone. That you’re not the only with…
During times of economic upheaval (like the Coronavirus pandemic is causing), it is essential to review, revisit and adjust your financial plan immediately. Whether your business or personal finances are blowing up or stable right now — this will be key to secure your finances and especially discern opportunity from distraction, manage risk, and capitalize…
Budgets are like diets for your bank account. They’re never fun, they mean a lot of restriction and denial, and worst of all — results are somewhere off in the future. And, oh yeah — they can make people super cranky too. If you’ve ever tried to put yourself on a budget (or a…
One of the most under-utilized provisions in the IRS tax code is the rule that allows you to go back three years and file an amendment. Why is it so under-utilized? Most people think tax amendments are only applicable if you OWE more money. Probably because that’s how the IRS promotes it in their…
If you want to see which way is best for you to work with Garrett’s wealth team, please click on the link below. There is nothing for sale and you are not committing to anything. It’s just a few simple discovery questions to see how Garrett’s Wealth Team can best help you build your customized…
Tom Corley, in his book Rich Habits, shared the results of a 5-year study comparing 233 wealthy individuals to 128 lower-earning individuals. He found that: 65% of self-made millionaires had three streams of income 45% had four streams of income And 29% had five or more streams of income Clearly, multiple income streams are a…
According to a recent US Bank study, 82% of small business failures occur because of cash flow problems. And the biggest danger is that cash flow issues can crop up extremely fast and destroy an otherwise thriving business in a matter of months. Imagine some kind of disaster for which you can’t get (or don’t…
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