• 1500 Palma Dr #133, Ventura, CA 93003
  • (805) 655-5062
Tag: Solopreneur Financial Planning
23 January 2023 - 10:28, by , in Blog, No comments
When you choose to work with a financial advisor you make a HUGE decision about the direction of your life.  You must be careful and thoughtful when you make this decision.  There are endless lists of questions you could ask, but this would take a considerable amount of time.  Fortunately, you can quickly weed out...
9 January 2023 - 9:54, by , in Blog, No comments
Asset location is a high value way of increasing your after-tax return by holding investments in accounts with optimal tax treatment.  The term is often confused with asset allocation (which involves the selection of the investments).  Asset location only considers where those investments are held.  The three groups of tax classification are: Tax-as-you-go Tax-deferred Tax-free Let’s...
26 December 2022 - 10:23, by , in Blog, No comments
Have you ever asked how to manage your investments yourself?  Look no further.  You are about to learn how to manage your investments with eight important steps to build wealth and reach your goals. Remember, it’s not just about learning these techniques, but using them effectively.  All the knowledge in the world is useless without...