From optimizing cash flow to protecting your assets, from minimizing your financial risks to building a wealth architecture and a family legacy.
Click here to download “The Investment Scorecard” Garrett mentions on the call. It’s a fantastic tool you can use to see if your investments are lined up with your Investor DNA. Garrett Gunderson presents a special “State of Wealth” briefing on how to protect your retirement money. Garrett explains how the growing national debt (which…
Welcome to part 3 of our series on “Making the Tax Cuts and Jobs Act Work for YOUR Business.” We’re looking at survey results from small business owners and showing you how to navigate past any bad information that’s currently circulating through the financial world… So you can take full advantage of new tax laws,…
Welcome to part 2 of our series on “Making the Tax Cuts and Jobs Act Work for YOUR Business.” We’re looking at survey results from small business owners and showing you how to navigate past any bad information that’s currently circulating through the financial world… So you can take full advantage of new tax laws,…
Tax season is now in full swing, and as business owners, we’re about to see the real bottom line impact of the Tax Cuts and Jobs Act. Signed in December 2017 by the Trump administration and now in full effect for the 2018 tax year, this controversial overhaul of the tax code has business owners…
Click here to download “The Cash Flow Investors Toolkit” which includes the list of alternative investments that Garrett references during the briefing Transcript of the Briefing: Hi everyone, this is Chief Wealth Architect, Garrett Gunderson. Thanks for joining us today. I’m so glad that you’ve taken the time out of your life to invest in…
“Empty Wallet” by Marco Verch is licensed under CC BY 2.0 If you worry about not being able to live the lifestyle you hoped for during retirement — you’re not alone. A 2016 study showed that 60% of Baby Boomers fear running out of money during retirement more than death. And it’s no surprise why….
The warning signs are all in place: A bear market is coming. All the experts agree. The only question is when it will happen. Some say as soon as next month. Others say the current bull market may push into 2020 before the tide turns. That kind of uncertainty sucks the life out of most…
They say money can’t buy happiness. And at Wealth Factory, we agree with that general principle. After all, there’s more to happiness than money. However, the newest studies suggest money actually can bring happiness. In fact, one study suggests the more money you have, the happier you are. And as we dug deeper, we found…
You probably heard that Equifax was just hacked — and there’s a 75% chance you’re affected. In fact, 6 out of 6 Wealth Factory employees who used Equifax’s “were you hacked” tool got this notice: Note: we were going to include a link to the Equifax checker, but we’ve since found that Equifax buried fine…
Privacy Policy: We take your privacy seriously. Your email address will never be shared, sold or distributed in anyway.
We respect your privacy. We promise never to share, trade, or sell your email address in any way, shape, or form.