by Jason Epps | Dec 18, 2021 | Blog
By Tricia Lepofsky The holidays can be an extra financial burden in a regular year, but with all that 2021 has thrown at us in terms of increasing inflation rates, supply chain issues, and employment upheaval due to “The Great Resignation,” (1) it’s understandable if...
by Jason Epps | Nov 11, 2021 | Blog, Equity Compensation, High Income Earners
By Jason Epps, CFP®, CRPC® There’s a reason your employer offers you a benefits package; it’s an incentive for you to stay with the company and a reward for your hard work and loyalty. Additionally, if your employer can align your financial well-being with that of...
by Jason Epps | Oct 12, 2021 | Blog, High Income Earners
By Jason Epps, CFP®, CRPC® It seems like no matter how much money you make, there’s always more things to spend it on. Whether it’s home renovations, an upgraded car, retirement savings for yourself, or tuition for your children, it can seem like staying on track to...
by Jason Epps | May 21, 2021 | Blog, High Income Earners, Tax Strategies
By Jason Epps, CFP®, CRPC® If you have decided to take the plunge into rental real estate properties, then you probably know how great a resource real estate is as a wealth-building tool. While not an altogether passive form of income, if they are managed well,...
by Jason Epps | Apr 15, 2021 | Blog, High Income Earners, Investment Management
By Jason Epps, CFP®, CRPC® Financially savvy people usually have a plan in place for investing, typically through 401(k)s or IRAs. But many are missing out on the opportunity to diversify their portfolio through the avenue of real estate investing. Sometimes this is...
