No matter what financial situation you’re in, planning for retirement can feel like a daunting endeavor. Whether you are starting out in your career or retirement is rapidly approaching, the looming question everyone faces is, “how much money do I need to retire?” You can come up with some num...
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Creating an effective cash flow management strategy can be one of the most effective ways to get in front of the inevitable economic volatility that will occur on your path to financial freedom. Cash flow management is essentially making sure you have more money coming in than going out and helps yo...
At TCI, we have six well-defined core values that shape our culture, influence how we hire and with whom we work. Together the six values align to create an incredible tool that allows us to fulfill our mission of empowering purpose-filled lives for our clients. One of those values, in par...
After three great years for market returns, 2022 has gotten off to an unexpected start in the first couple of weeks. The S&P 500 Index is down 4%, as of this writing, from its peak at the beginning of the year. This is just short-term noise and in line with normal market volatility, of...
Americans have long been among the most financially generous people in the world, a virtue that has been very evident to me in the nearly three decades I’ve been working with clients as a financial advisor. Many of my clients have created big-hearted bequests in their wills in the hopes of using t...
In my work with clients over the years, one of the most common questions I get is, “Should I purchase investment real estate?” Most of the time, the client’s interest is in purchasing a single-family residence as a rental property with the strategy of rental income paying down the mortgage for...
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