Financial Planning

Let Me Tax You A Question (EP.9)

The House Ways & Means Committee is throwing the kitchen sink at raising taxes. Income tax, business tax, capital gains, and retirement accounts are all in the crosshairs. Join Jack & Sean as they discuss the recent proposal and how it may impact your personal and business taxes, retirement accounts, and crypto! Share this post!…

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Real Financial Planning

What is financial planning? When you really take the time to boil it down, it’s simply nothing more than a comprehensive planning session around some topic. For some that might be counting the days until you stop working and retire. For others, it’s understanding how to bring on a business partner, divide their company equity,…

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