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Wise investors and business owners know their numbers, especially when it comes to tax planning! Each year we make available to clients a nifty two-page tax reference piece that highlights key numbers for the year like the income tax table, IRA contribution limits, and even business mileage rates. Click the following link to receive this helpful document by email: https://l.linklyhq.com/l/kGBR

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I often get asked if my approach to financial planning is a form of the FIRE method (financial independence, retire early). While there are similarities, fundamentally I’m different. So What’s similar? First, I appreciate the spirit behind becoming financially independent, on a quicker timeline. All for that! Second, I appreciate the discipline and the systems it takes to achieve economic independence. This stuff takes work. I can also jive somewhat with the “work optional” goal. But I differ significantly around the definitions for “independence” and “retirement”, and the why and the how behind it all. First, I’m reframing the concept of retirement with fulfillment. I want to help people build a life they don’t want to retire from. Second, I want people to enjoy life fully now WHILE building independent assets - producing towards wealth instead of pinching towards wealth. Third, I don’t want people to escape from “work”; I want them to discover and apply their God-given purpose as long as they can. There are a lot of FIRE variations, and maybe you think I’m closer to it. I’d love to hear your thoughts - schedule a FIRE CHAT with me on my home page.

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