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Jun 26, 2020

Ever feel like Uncle Sam is a little TOO greedy? What if there was a way you could live tax free? Yes TAX FREE! Plus, did you know you could be paying unnecessary taxes? 

John explains how having a tax strategy is key to living tax free. And, why its important on some accounts to pay the tax now, not later. 

Call John...


Jun 19, 2020

John discusses our current economic situation and addresses what many are asking, "what's next?" and "how do I get through this?" Plus, what are some of John's Do's and Dont's during these uncertain times. 

Then, some analysts say we are headed into another bull market while others say we are at the beginning of a nasty...


Jun 5, 2020

How do you go about building a strong retirement? You've probably heard that having an income plan is the foundation but what else do you need to strengthen your retirement? John shares how his tools and strategies can tie your plan together.

Then, what are the wealthy doing that you should be doing? What type of...


May 22, 2020

The Motley Fool says, if you don’t have a tax strategy, you may be sabotaging your retirement. That’s a strong statement. Do you agree?There is always someone (Uncle Sam, Wall Street) trying to get their hands on your retirement money. Having a financial plan gives you the ability to say, more for me, less for...


Apr 24, 2020

With so much doom and gloom surrounding us today, lets take a look at the positive side of things.

Since being quarantined for nearly a month, we have had a lot of time for projects around the house, organizing closets, and catching up on our favorite tv shows. But, what about improving and organizing your...