by Tricia Lepofsky | Oct 28, 2022 | Blog, High Income Earners
By Tricia Lepofsky You know your children have a lot to learn. Out of all the things you want to teach your kids (like kindness, respect, responsibility, a solid work ethic…), financial literacy should top that list. Why? Financial literacy is a skill that can make...
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 Tricia Lepofsky | Aug 31, 2022 | Blog, High Income Earners, Retirement Planning, Tax Strategies
By Tricia Lepofsky Receiving an inheritance can be a bittersweet experience. You may have lots of emotions, such as surprise, overwhelm, hope for the future, and sadness. On one hand, the gifted money or assets could bring about positive change to your financial...
by Tricia Lepofsky | May 12, 2022 | Blog, High Income Earners
By Tricia Lepofsky Watching your parents age can leave you with many new responsibilities. Having a plan in place can relieve much of the weight off your shoulders in an especially stressful transition. My sisters and I are living through this scenario right now....
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...
