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...
Topics:
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...
At TCI we are always talking about how to help clients accomplish their goals. We often refer to this as leading a purpose-filled life. If you had financial freedom, what would you want to do with it? Leave a legacy for your children, travel endlessly or support a nonprofit in a significant way...
This new year has welcomed a new routine into my household: chores! My son is now six years old and has been looking for some responsibility and a way to get some more things he wants. Somehow, he hasn’t figured out the obvious option of buttering up either grandma, thus, chores it is. We’re sta...
As a fan of dry humor, The Onion–a satirical news outlet—has always been something I turn to when I need a laugh. They offer biting parody that generally cuts to the heart of topical news stories, but years ago they had a piece about financial planning. My heart sank when I saw the headline beca...
Tax planning is a fundamental part of financial planning. Yet, there’s a misguided notion amongst some members of the financial industry and individuals that the goal of tax planning should solely be about MINIMIZING your tax bill. While this may have some short-term benefits, in actuality, the go...
Football season is upon us yet again and I, for one, could not be happier. For me, the return of the NFL every year is part of such a nice routine: the kids are back in school, fall is around the corner. The weather will start to cool at some point, the holiday season isn’t […]...
Curious to see if we’re a good fit for each other? All it takes is a brief conversation with a TCI advisor to find out. Fill out the form below to have an advisor contact you. We’d love to hear from you.
(877) 733-1859Your Name
Phone Number
Email address
ZIP code
