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I Have A Military Pension: Do I Still Need An Emergency Fund? For years, the standard financial advice has been simple: Keep three to six months of expenses in cash for emergencies. That guidance makes sense for households that rely entirely on earned income. But for many military retirees with a pension and especially those […]
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Women veterans are one of the fastest-growing segments of business owners in the United States. Drawing on leadership, resilience, and mission-driven experience gained through military service, women veterans are uniquely positioned to succeed as entrepreneurs. At the same time, women veteran business owners often face distinct challenges—from access to capital and imposter s...
Cost Segregation Studies: A Smart Tax Move… Sometimes If you are a landlord with rental properties, you’ve probably read an article or listened to a podcast where someone recommended, “Do a cost segregation study to reduce your taxes.” This ‘one-size-fits-all’ approach to tax strategy is nearly always flawed, and cost segregation studies are not an […]
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As we wrap up 2025, now is the perfect time to reflect, reset, and plan for next year. These smart financial moves will help you start 2026 with confidence and clarity. Section 1: Review & Reset Conduct a Review of 2025 Finances How you finished 2025 will dictate how you start 2026. What went well? […]
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He Was 96: The Financial Lessons His Life (and Death) Taught Us My oldest client died last night. He was 96. I received this news from his wife within four hours of his passing. It might seem odd that she got ahold of me so quickly, but I am her trusted financial advisor. I knew […]
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