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Blog

Man sitting at a long table in front of a window. He is looking at his phone.
Steven Neeley | Nov 12, 2024

Alternative Income Ideas: Diversifying Beyond Traditional Passive Income Investments

Investments
Savings
Passive Income
Retirement Income
Looking to potentially increase your income without working extra hours? A passive income investment may bring you closer to your wealth-building goals.
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A woman standing and smiling in a busy office building.
Steven Neeley | Nov 11, 2024

5 Damaging Myths About Money Talks & the Facts Behind Them

Investments
Finance
Lifestyle
Savings
Family

What money topics are the most taboo to talk about?

Earnings, debt, inheritance, or net worth?

For most of us, many financial topics are simply off-limits.1

That

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A grove of orange trees.
Steven Neeley | Oct 29, 2024

How Tax Loss Harvesting Can Potentially Reduce Your Capital Gains Taxes

Investments
Tax Planning

If you’re like many investors, the thought of paying capital gains taxes on your successful investments might feel overwhelming. But what if there was a

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Person doing taxes
Steven Neeley | Oct 24, 2024

Two Overlooked Tax Strategies That Could Save Business Owners Millions

Retirement
Tax Planning
Business Owners
"From retirement plans tailored for business owners to deductions and credits that can help minimize taxable income..."
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Steven Neeley | Oct 9, 2024

How to Reprogram & Improve Your Money Mindset

Finance
Investments
Savings

 

Understanding and Shaping Your Money Mindset

What’s the first thing you think of when it comes to money? Is it excitement over the possibilities it can create

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default blog image
Steven Neeley | Sep 23, 2024

7 Milestones At Age 50 & Above

Retirement

I’m not 50 yet, but I can’t help feeling it looming closer every day. The thought of hitting that milestone brings a bit of dread, not just because of the

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Close-up image of an elderly hand being held by a younger-looking hand
Steven Neeley | Sep 13, 2024

Practical Tips: How to Avoid These 4 Estate Planning Missteps

Finance
Lifestyle
Estate Planning

Practical Tips: How to Avoid These 4 Estate Planning Missteps

When it comes to estate planning, many people mistakenly believe it's a task reserved for the

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A trail in a forest splitting into two divergent paths.
Steven Neeley | Sep 5, 2024

How to Beat Investing FOMO: The Power of Patient Wealth Building

Investments
Finance

Can you relate to any of the following?

  • “I should have bought that stock before the company went public!”
  • “What a shame — I wish I had invested in that new
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Image of a sailboat sailing on a lake, with cloudy weather above.
Steven Neeley | Aug 27, 2024

Mastering Stormy Waters: Smart Strategies for Healthcare Costs in Retirement

Finance
Lifestyle
Retirement
Health
With healthcare costs often resembling an unpredictable market, and long-term care expenses looming, the post-work years require careful financial planning
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A calculator and a pen on top of a graph
Steven Neeley | Aug 13, 2024

Government Rules That Actually Help – A Guide to the New Retirement Provisions

Tax Planning
Retirement
Discover how recent changes to retirement laws could simplify your financial planning and offer unexpected advantages, especially for business owners and savvy
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Couple walking in a field with the ocean in the background
Steven Neeley | Aug 13, 2024

Don’t Let These Costly Retirement Mistakes Drain Your Nest Egg

Investments
Retirement
Savings
Estate Planning
Risk Management
If you know what mistakes tend to drain retirement savings, you can take caution, make more informed decisions, and stay on track to fund your dream retirement.
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Grandmother with child
Steven Neeley | Aug 5, 2024

IRS Changes Inheritance Rules: Protecting Your Legacy

Tax Planning
Estate Planning
The IRS recently updated some rules about trusts that could make your heirs accidentally liable for capital gains taxes. It's another quiet change that could
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