by Jason Epps | Jan 4, 2023 | Blog, High Income Earners, Tax Strategies
By Jason Epps, CFP® You’re already prioritizing charitable giving as part of your overall financial picture, so why not streamline the process and employ a tax-mitigation strategy? If you’re taking an RMD (required minimum distribution) and giving to charity, learn...
by Jason Epps | Oct 5, 2022 | Blog, High Income Earners, Tax Strategies
By Jason Epps, CFP®, CRPC® Giving back is a great way to use your money. You could always buy a bigger TV or some designer clothes, but that doesn’t add value to the world and to your community like giving back does. Making charitable donations is rewarded with more...
by Jason Epps | Sep 14, 2022 | Blog, High Income Earners, Investment Management
By Jason Epps, CFP®, CRPC® Owning real estate is one of the most attractive investments as it provides owners with a steady stream of income and it’s considered “passive.” As a rental property owner, you have likely figured out that being a landlord is anything but...
by Jason Epps | Jul 11, 2022 | Blog
By Jason Epps, CFP®, CRPC® Although we had hopes that inflation would begin to ebb, the Federal Reserve yet again raised interest rates on June 15th by 0.75% (after U.S. inflation rates soared to 8.6% in May 2022), (1) the largest hike in a single meeting since...
by Jason Epps | Mar 24, 2022 | Blog, High Income Earners
By Jason Epps, CFP®, CRPC® It’s pretty rare these days to hear anyone complain about a lack of options. Whether it’s selecting a restaurant or finding a doctor, the multitude of choices can feel overwhelming. When it comes to choosing a financial advisor, the stakes...
