Quick Answer Congress passed the Corporate Transparency Act (CTA) in 2020 as a part of the Anti-Money Laundering Act. Business owners need to be aware that a section of the CTA went into effect on January 1, 2024 that will impact most small business entities. Beneficial ownership information must be filed by small business entities… [Continue]
Tune-out the Noise and Develop a Plan to Guide You
January 21, 2022 By
The financial and economic pundits in the news media want you to believe their predictions for the future are certain to come true. They guess on things that they say will have an impact on your financial well-being such as the outcome of presidential elections, the direction of interest rates, when the market will reach… [Continue]
The Whistle of the Train Calls Me Home
December 28, 2021 By
It is late in the evening and I feel the breeze blowing through my bedroom window as I slowly drift to sleep. It is a cool summer night in the small town in Indiana where I grew up. I hear the clankety-clank of the train in the distance as it approaches our town. The train… [Continue]
My Journey to Becoming a Financial Planner
November 11, 2020 By
Note: The following is based on an article written by the Alliance of Comprehensive Planners (ACP). They interviewed me and featured the interview as an ACP Success Story of the Month in November 2020 on the ACP website. I am happy to support such a great organization. The ACP helped me start my RIA firm… [Continue]
Message to My Clients – Upcoming Road Trip and Living Our Best Lives
September 8, 2019 By
Hello All, I am getting ready to head out next week on my annual road trip to the Midwest with my dog Lily. My wife cannot go this year so Lily is the next best companion! I have made this trip many times in the past 8 years with Lily, and before her, our beautiful… [Continue]
A Mindset for Financial Success
August 19, 2019 By
Introduction The news media is constantly reminding you of terrible events occurring locally and around the world each day that you cannot control. In addition, financial gurus are everywhere predicting the direction of the economy and the markets. Listening and watching all of this fills your head with negative thoughts and as a result, you… [Continue]
What You Need to Know About the Equifax Data Breach Settlement
August 8, 2019 By
Introduction I wanted to share information I have learned about the Equifax data breach settlement. First, let’s review what this settlement is all about. In September 2017, Equifax announced that it had been the victim of a cyberattack on its systems. Thieves stole the personal information of approximately 147 million U.S. consumers. The information included… [Continue]
5 Technical Principles to Master for Financial Success
August 5, 2019 By
Introduction When it comes to your financial future, there are things you cannot control such as the stock market, the economy, or major world events. To increase your odds of financial success, I believe it is more important to focus on the things you can control. My Five-by-Five Formula for Financial Success includes five behavioral… [Continue]
Dad I Cherish the Memories and Lessons Learned
June 16, 2019 By
Dear Dad, Today marks the eighth Father’s Day without you. Hard to believe it has been that long already, yet it seems like just yesterday you were here. I still have times when I find it almost impossible to imagine going through the rest of my life without you – my best friend and mentor.… [Continue]
5 Behavioral Principles to Master for Financial Success
January 20, 2019 By
Introduction I believe that if you are able to focus on what you can consistently control, develop a plan around those things, and stick to the plan over the long term; you will sleep better and have a better chance of reaching your financial goals. You and I cannot control the stock market, the economy,… [Continue]
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