Minimize taxes and maximize your bottom line By JEAN FOLGER Updated Jan 27, 2020 Every investment has costs. Of all the expenses, however, taxes can sting the most and take the biggest bite out of your returns. The good news is that tax-efficient investing can minimize your tax burden and maximize your bottom line—whether you want to save for …
It’s easy to live life on autopilot. Do you ever feel like you’re going through the motions during the workweek, just trying to make it to Friday? Then, when Friday rolls around, you can hardly remember what happened that week—it’s all one big blur. Listen, folks. The typical schedule of get up, go to work, …
Does it ever feel like culture’s definition of career success belongs only to the hip young entrepreneurs and 30-under-30 listers? Let’s change that right now. The truth is, you can change careers midlife. You should do work that brings you joy until you take your last breath. That doesn’t mean you need a full-time career when you’re …
Nowadays, everyone seems to be an expert on investing. How much you should invest, where to put your money, and when to get out before the value drops. So, who do you believe? What are the right answers? Why does this stuff seem so difficult? I understand how you feel. The financial industry makes investing …
Why Should I Invest 15% of My Income for Retirement? Read More »
Picture your life in 10 years. What do you want it to look like? How about in 20 or 30 years? No matter what dreams you have, the choices you make today have the power to set you up for financial security later on. That’s why I love coaching people on how to start investing! Building …
Melody’s husband believes he’ll have about three months of down time each year in his new business. He wants them to skip paying off debt, and build up a big emergency fund to cover these times. Dave gives them a better idea. QUESTION: Melody’s husband opened his own commercial painting business in May. He knows he …
Christmas is expensive! Especially when you’re trying to make it special for those you care about. So what’s reasonable when you’re getting out of debt? Here’s Dave’s advice on Christmas budgeting. Question: Dan in Ohio says he and his wife are still paying off debt, and didn’t budget for Christmas. He asks how much they should spend …
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