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, 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...

By Jason Epps, CFP®, CRPC®  Some people think high-income earners have it easy when it comes to saving money, but that’s just not the case. Sure, high-income earners might have the potential to save more, but unless they’re strategizing how to save, where to...

For many people, finances are a major cause of stress. It’s hard to find the time and resources to build and manage your wealth confidently. It can be even harder to know how to integrate your family’s values, financial circumstances, and life goals into your...

By Jason Epps, CFP®, CRPC®  Due to the pandemic and stimulus payments, the federal government’s tax filing season for individual earners will start on February 12, 2021, as opposed to beginning in late January as it has in past years. (1) That means that although...