Recent Videos

Should you invest in your company 401k?

Should you be saving and investing in your company 401k for your retirement?  If you pay attention to all aspects of the 401(k) account, you may not want to contribute all of your retirement savings into it.  In this post and video, I discuss the advantages and disadvantages of a 401k and alternative strategies that you may want to consider.

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5 Tips Towards Successful Investing

There is a lot of noise in our world. That can make it tough when it comes to what you should and should not be concentrating on as an investor. The stock market has shown us it has its ups and its downs, which can create a lot of emotions when investing your hard-earned money. Covered in this video is what noise, thoughts, and information to IGNORE as an investor to help keep you on track towards long-term success.

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Capital Gains Tax – How to Help Avoid or Reduce Capital Gains Tax

Do you have non-retirement asset(s) that have appreciated in value? Maybe stocks? Property? A Business? Well, don’t forget you might owe the IRS on your appreciation, or gains, when you sell the asset. The Capital Gains Tax. With planning, you may be able to reduce or eliminate this tax and keep more of your gains in your pocket.

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