Category: Best Life
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How to Use Your Goals as a Financial Compass
As we look to 2025, ask yourself: Do I have a clear sense of direction for my finances? Without a roadmap, even the wealthiest individuals…
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Best Life Income Planning Personal Finance
Where Does Past Performance Matter?
So, what does this recent roller coaster ride mean for future stock prices? Nothing. Well, almost nothing….
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Best Life Income Planning Personal Finance
What Your Net Worth Does – And Doesn’t – Say About You
Your financial net worth is the sum of all your assets, less the sum of all your…
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Best Life Business Owners Personal Finance Retirement Planning Tax Planning
Why Work with a Financial Planner
Why work with a financial planner? Even if you have an accountant who prepares your tax returns…
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Best Life personal-finance
Are Your Assets Really Liabilities?
Hopefully, you created your balance sheet early in your quest for financial independence. While it is important…
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Best Life personal-finance
How Financial Rules of Thumb Can Affect You
WHAT IS A FINANCIAL RULE OF THUMB? Rules of thumb – those little pieces of wisdom intended…
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Best Life Business Owners Investment Planning Personal Finance Retirement Planning Tax Planning
Why Didn’t My Accountant Tell Me That?
We frequently hear this when reviewing tax returns. “Why didn’t my accountant tell me that?” Quite often,…
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Best Life Personal Finance
Dollars are Not LEGOs®
When it comes to building your future, many people treat the endeavor like collecting LEGOs® and constructing…
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Best Life Business Owners Personal Finance Tax Planning
Why Entrepreneurs Need a Financial Plan
It takes a special kind of person to be an entrepreneur. To be an entrepreneur takes courage,…
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Best Life Income Planning Personal Finance
A Purpose and Expiration for Every Dollar
Every dollar that comes into the household should have a purpose and an expiration date. This may…