A must have tool for your wealth building arsenal: The SEP-IRA

Every year around tax time there are always a few clients that make me really proud.  When I see the smart money moves that they make I feel compelled to let the world know about those moves (of course confidentially).   It’s a great feeling to see hard-working people of modest means creating a lifetime of…

Generational Wealth Explored

If I were asked to name my great-grandfather, I wouldn’t have the slightest clue despite the fact that I am a member of Ancestry.com.  I have tried honestly to find out but the fact is my great-grandfather didn’t leave a legacy. When most people think of generational wealth they think of the Rockefellers, Carnegies, or…