480-706-0177

This year we get to file our 2020 tax return on May 17, 2021 instead of the normal April 15, 2021. But what you really need are powerful tax-reduction strategies.

Tuesday, 09 March 2021 11:45

How to Create a Rich Retirement & Legacy

Last week, I attended a 3-day virtual Cash Flow Expo. Most of the experts specialized in the unique niche of investing in mortgage notes. Their return on investment (ROI) would average 9%.

Wednesday, 03 February 2021 01:00

Two Case Studies on Maximizing Retirement

As I write this article, typical retirement investment options are: 0.88% coupon interest on a 10-year and 1.63% on a 30-year U.S. Treasury Bond; 1% or less on bank CDs; and 2.02% average dividend yield and 4.57% compound growth rate before fees over the last 21 years on S&P 500 stocks.

We’ve just lived through an amazingly turbulent 2020, where the coronavirus pandemic has upended the lives of tens of millions of Americans.

Wednesday, 09 December 2020 08:00

Steps To Take Now Before Biden Tax Plan Hits

As I write this article, it looks more likely that Joe Biden will become the next U.S. President. If the Democrats win the runoff for the 2 Senate seats in Georgia, they will control the Senate, House, and the Presidency.

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