by Brian Davis | Mar 14, 2019 | Contributors
My mother always told me “If you ignore your teeth, they’ll go away.” The same is true for your money. Wealth doesn’t just happen. It’s not an accident. Rather, it’s the result of careful cultivation and attention. Spring is the perfect time to spruce up not just your...
by Brian Davis | Feb 20, 2019 | Contributors
What’s a greater predictor for success in life: a child’s intelligence or their parents’ wealth? If you guessed the latter, pat yourself on the back. A recent study reported by the Washington Post analyzed the genes associated with gifted intelligence, and compared...
by Brian Davis | Jan 15, 2019 | Contributors
If there were a college course on Retirement Planning 101, its core concepts would include safe withdrawal rates and sequence risk. Why? Because safe withdrawal rates help you answer two critical questions for retirement planning. First, how much do you need to save...
by Brian Davis | Dec 18, 2018 | Contributors
No one wants to feel like a grinch during the holidays. But it’s that very guilt that drives us to spend more than we can afford. Before whipping out the plastic this holiday season, here are some sobering statistics to help you slow your spending and throw less money...
by Brian Davis | Nov 20, 2018 | Contributors
The more of your money that you lose to taxes, the less you can put toward investing and becoming wealthy. Consider that if you paid $5,000 less in taxes every year, and invested that money in the S&P 500 for an average return of around 10%, after 30 years of...
by Brian Davis | Oct 16, 2018 | Contributors
The end of a year – and the beginning of a new one – is the perfect time to review and reflect on what went right for you financially this year, and how you plan to end the coming year even richer. If this past year didn’t go your way financially, this exercise may...
