education, assets, fortune, perpetual wealth strategy

It’s impossible to put a number on human potential. When it comes to finding the right building blocks to help us gain our fortunes, there’s countless ways to get started. For starters, we have compiled three recommendations that have the ability to change your life. Lifelong Education Your brain isContinue Reading

In the next 30 years, there will be a great wealth transfer through three generations. An estimated $30 trillion will be passed from Baby Boomers, to Generation X, and subsequently to Millennials. Now, let’s narrow down on the wealth transfer that happens within the family. It’s interesting to note thatContinue Reading

protect your assets, nursing home, long-term care, insurance, retirement

I was at a financial symposium last week and one of the presenters made a profound statement. He said, “Don’t go broke in a nursing home.” That’s a scary thought, isn’t it? Even if you’ve done everything right to plan for retirement, chances are you haven’t planned for long-term care.Continue Reading

zion national park, the narrow, hikes, preparedness, paradigm life

I recently had an amazing experience. I have the luxury of living in Utah, home to some amazing national parks, including my favorite, Zion National Park. Zion is known for its amazing vistas and hikes to suit all experience levels. One of the most popular hikes in Zion is theContinue Reading

sisyphus, credit card balance, financial myths, credit score, stocks, bonds

The Greek myth of Sisyphus may not be immediately recognizable by name, but we’ve all heard the story of this man who is condemned to roll a boulder up to the top of the hill, only to watch it roll back down to the bottom. He must repeat this burdenContinue Reading

real estate, cash flow, inflation, investors, millenials

Many real estate markets in the U.S. are widely considered in 2017 to be in a similar bubble to 2008. USA Today reported last week that housing inventory was at a 20 year low.  Even conservative, entry level 3-bedroom homes in the Midwest that are perennial favorites for income propertyContinue Reading

investors, stock market, mutual funds, robbed

Have you ever had something stolen from you? I remember being robbed about 20 years ago, and still today, I remember clearly exactly how I felt. There are immediate feelings of violation and insecurity. Many investors today are being robbed and don’t even know it. They are putting money intoContinue Reading

The average life expectancy for infants born in 2013 is 81 years old for females and 76 years old for males. Clearly, these ages are only an average, but there are things can provide some insight into your longevity scorecard. We all know that with the modern medical advances, livingContinue Reading

Our economy is in the midst of a huge shift; one that will require us to adapt. The first step in adapting is gathering information, as we won’t thrive in a new and possibly volatile economy with status-quo thinking and investing. If you do the research, find innovative financial strategies,Continue Reading

lower taxes, smarter investments, tax incentives, tom wheelright

We’d all like to pay lower taxes. However, when looking at the big picture, we see the important initiatives and benefits brought by our tax dollars. Yet, there’s a way to learn tax secrets that aren’t actually secrets. These secrets can actually be found by looking at the tax codeContinue Reading