The LUCK Factor

When it comes to managing your money think LUCK

Saver, Spender, Wealth Creator

Which one are you? Which one do you want to be?

You Finance Everything You Buy

When you are paying cash, you are self financing your purchases

Opportunity Costs

Even small opportunity costs add up to big reductions

Qualified Plans and Tax Deferred Savings

Deferring taxes and the future tax calculation

Questions To Ask About Qualified Plans

Some things to consider before it's too late

The Income Game

Who is in the top income groups? What % of taxes do they pay?

Avoiding Wealth Transfers

Are you unknowingly spending money where you don't have to?

The Personal Economic Model

All Your Finances in One Picture

The 4 Toughest Financial Questions

And We All Need to Know the Answers

Buying a Home

Is it better to pay cash for your home or get a mortgage?

College

Now more than ever saving for college requires more planning