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WHERE INNOVATION MEETS IDEAS

Our team has a lot to share with you. Here’s some forward thinking about matters affecting your financial health.

all the money in the world

Your Legacy and All the Money in the World

StephanieBlog, Taxes, , , No Comments

If you love good movies as I do, you want to see this one and consider your own legacy. All the Money in the World, directed by Ridley Scott (Gladiator, Alien, many others) stars Christopher Plummer, Michelle Williams, and Mark Wahlberg. It is a compelling story about J. Paul Getty, who at the time of his death in the ’70s, was by far not only the richest person on earth (the world’s first billionaire) but also the richest person throughout all of history to date, hence the title. (more…)

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credit

Credit Where Credit is Due in Three Parts

Christopher HudsonCredit Score, FICO, , , , No Comments

One of the most misunderstood areas of our financial planning practice is credit. We have found that people in all walks of life seem to find consternation in its complicated formulas and seemingly arbitrary methodologies. Yet, it is a critical element of sound financial planning. Mistakes can be costly and have a long-term effect on your finances. For some of the most dysfunctional credit abusers, it can be like alcohol, food or gambling: difficult to control bad behavior.

Understanding your score and using it to your advantage can be the difference between financial success and failure. The simple premise is that creditors reward those that honor their commitments and punish all others. (more…)

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Introduction to the Tax Series Part I: Why You Should NOT Do Your Own Taxes!

Christopher HudsonTaxes, , No Comments

We have all heard the phrase on TV crime dramas: “He who represents himself in court has a fool for a client”. This concept applies equally to your taxes. Which leads me to my plumbing project. If you think there is no connection between my plumbing and your taxes, think again.

When my kids were younger, we wanted to modernize their bathroom without a complete remodel. The first priority was to swap out old faucets made of the kind of plastic that turns yellow. When my wife and I agreed, we then disagreed (married readers will understand). She expected me to call a plumber and I was expecting to do it myself. How difficult could it be? Initially, I prevailed and was committed to proving her wrong. (more…)

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