Apr 27, 2021
This week we talk about a client who's 2020 tax bill was ZERO on a federal level. They owed a little bit of state taxes, but otherwise they're loving not owing a dime to Uncle Sam! Their CPA is too! This is the result of planning that was started in 2017 (maybe earlier) and is really paying off now. It pays to...
Apr 20, 2021
When you are solely focused on one thing, you can get a lot done in a short amount of time. This week, we examine three pretty significant personal financial planning elements that you can do in no more than 15 minutes a week. I truly believe that dedicating JUST 15 minutes every week to your personal financial...
Apr 13, 2021
I've been running NGP Financial Planning for 3 months now. I took some time to reflect on what I've experienced, and came up with three lessons from running a business that apply to personal finances and life in general.
I'd love your feedback or to hear any questions you have for me.
Questions? Email me:...
Apr 6, 2021
There's a narrative in our world that seems to demand excellence, or even perfection from human beings. Some people do extraordinary things and we hear their stories of success. Most of us, though, are average. What I want you to know is that being average can be great in life and investing.
Questions? Email me:...