Our Tips & Articles

We lionize successful entrepreneurs such as Steve Jobs, Elon Musk, Bill Gates, Henry Ford and Thomas Edison. They inspire and motivate us to pursue greatness. We study them in order…

Human being are hardwired to be followers. When we don’t do as others around us are doing, it creates stress and anxiety. This desire to follow the herd is a…

My best friend, Bill King, is 11 years older than me. Like me, he’s a CPA and a CFP. When I was just starting out in my career, Bill gave…

The path to habit change is awareness, followed by repetition of the new habit. The more you repeat a behavior, the stronger the neural pathway (synapse) becomes, and the stronger…

A little boy, hooked on science fiction books, had a dream of one day going to Mars. Today, this little boy runs SpaceX. SpaceX made history in 1998 by being…

There are very few tax loopholes these days that allow an employer a deduction which is tax free to employees. Health insurance is one such tax free employer provided benefit.…

Are you following any strategy for success? Don’t worry, most aren’t. And that’s the problem. You see, success, and the wealth success creates, is a process, meaning, it requires that…

One of the frequent questions I am asked by my clients is whether or not they can use their IRA money to purchase real estate. The answer is always yes,…

There is no getting around death. You will die. I will die. Most of the time, we hardly think about death. Usually the idea of our own mortality is forced…

When you look in the mirror are you proud of the person you see in that mirror? One of my old friends, who eventually became a deca-millionaire, told me that…