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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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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Financial Planning 101
What is “walk-away” wealth and why do I need it?
If you ask me: What is “walk-away” wealth and why do I need it? I will say something like: “This is a fair question my
May 9, 2019
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Financial Planning 101
Estate Planning Basics: 4 Must Have Docs
Each year we hear about celebrities, loved ones, and friends that die without the estate planning basics in place. It is a fact that nearly
April 19, 2019
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Financial Planning 101
Case Study: Fifteen Years Until Retirement with No Plan in Place
In “Creating Wealth to Walk Away” we outlined the 5 Common Mistakes made by busy professionals that prevent them from taking control of their money
March 30, 2019
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Financial Planning 101
Pension Crisis: When the Pension Promise is Broken
How bad is the pension crisis? In a recent WSJ article, one of the nation’s largest pensions (CalPERS) is in for another strategy shift was outlined for Calpers.
March 25, 2019
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Financial Planning 101
Should I Refinance My Mortgage? It’s More Than Just the Math
Many of us have or will be pitched on a home mortgage refinance as the interest rate environment changes, but I want to give you an
January 1, 2019
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Financial Planning 101
What is Your Financial Professional — A Broker or Fiduciary?
A Brief History… Over the last several decades the financial services industry has been split into two camps: the broker-dealer community and the registered investment advisory
December 1, 2018
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Dominique Henderson, CFP®
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