What to Do After You Pay Off Your Mortgage
When your biggest monthly bill disappears, it's easy to waste the win. Jeremy Riggs shares the next move that can help...
When One Medical Note Makes Life Insurance Harder
A tobacco note raised their life insurance cost. See how a short-term policy and review plan created protection now and a...
Are We in an AI Bubble? What Investors Should Really Be Watching
Explore how a three bucket structure could help manage income needs, tax awareness, and long term flexibility....
How We Reduced Tax Drag on a 90% Cash Portfolio
Explore how a three bucket structure could help manage income needs, tax awareness, and long term flexibility....
Choosing the Right Employer-Sponsored Plan for Your Business
Learn how to choose the right employer-sponsored retirement plan for your business—covering 401(k)s, SIMPLE IRAs, costs, compliance, and tax benefits....
3 Retirement Tax Mistakes That Can Cost You Thousands
Help avoid costly retirement tax mistakes via 0% capital gains bracket, avoid the Social Security tax torpedo, and optimize Roth conversions....
Why Most Owners Fail When Selling a Business or Real Estate
Expert advice on selling a business or building. Learn when to sell, how to value your assets, tax implications, 1031 exchanges,...
Understanding Social Security: Timing Your Benefits Wisely
Discover how to maximize your Social Security by aligning benefit timing with your portfolio growth, withdrawal needs, and tax strategy....
9 Habits Stealing Joy From Retirement
Jeremy Riggs shares 9 habits that quietly steal joy from retirement and offers advice to help you enjoy life after 60....
