Financial Planning 101
Have Taxes Kicked Your Ass(ets)?
You’re about to discover the secret of paying less taxes to Uncle Sam so that you can build wealth. After taking a short quiz and
August 28, 2021
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Financial Planning 101
How to Create the Ultimate Pre-Retirement Checklist: 15 Questions to Ask Yourself
Based on a study done in 2019 by the CFP Board of standards, approximately half of adults are not saving for retirement (48%). However, those
July 17, 2021
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Financial Planning 101
How to Reduce Your Tax Load and Build Wealth Faster by Filing a 83(b) Election
There are many ways to reduce your tax load and build wealth faster, but most people don’t know about the 83(b) election. This simple letter
June 25, 2021
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How to Become a Financial Professional
How Jumpstart Is Changing the Face of the Financial Services Industry
I often get asked about the “why” behind Jumpstart. If you’re reading this and interested in a career in financial services, then you’re getting the
July 21, 2020
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Walk-Away Wealth Wilson in “3 Tax Strategy Power Moves”
Are you giving interest-free loans to Uncle Sam? You may think you’re covered when it comes to tax strategy… but most likely, that’s not true.
December 6, 2019
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Walk-Away Wealth Wilson in “Financial Jargon vs. Financial Advice”
The financial services industry spends billions of dollars a year on marketing to perpetuate the elusiveness of “financial jargon,” making finance harder to understand than
November 15, 2019
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Walk-Away Wealth Wilson in “Why Ignorance Is Not Bliss (Especially With Your Money)”
In my experience as a financial advisor, I see people leaving a lot of money on the table–especially during the annual open enrollment period for
October 18, 2019
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Walk-Away Wealth Wilson in “Never Walk Away From Your Money”
I’ve noticed that right after summer, between September and January, two things happen to most people: a lot of money is spent on back-to-school, Halloween,
September 26, 2019
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Financial Markets 101
The US Government—Good or Bad? You decide…
I’ve grown up with news headlines and sound bytes that have painted the government in a mostly negative light. These headlines existed before me and
July 26, 2019
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Financial Planning 101
Financial Advice, Why “Good” is Difficult to Find
How difficult is it to find good financial advice? Some might say very difficult. I might agree. From my vantage point, I would say in
July 20, 2019
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Dominique Henderson, CFP®
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