Aug 29, 2022
Student Debt.
This is a hot topic and we just added fuel to the fire.
Biden has set out to eliminate $10-20k worth of student debt.
While this helps many people now, mathematically this could potentially hurt us long term.
With thousands of students going further into debt every year, this responsibility should be on...
Apr 25, 2022
Did you know that the IRS will tell you exactly when you have to take money out of your retirement accounts, how much and how much is theirs?
Take control, the time to act is now to keep the IRS from telling you what to do!
Are you single?
Taking care of an aging Parent?
Find out if you qualify to change your tax...
Apr 11, 2022
What is the most sacred Tax Code the IRS has?
You might be surprised!
How can you take advantage of this misunderstood tax free product
and maximize your tax free life?
https://www.cfci.us/2025-the-final-drive
Apr 3, 2022
If you own your company stock in your 401K plan, how you handle that stock could save you a ton in income taxes.
Learn about this little known opportunity to save thousands
Feb 28, 2022
David discusses more on delaying Social Security and how to fill the income gap between early retirement and maximum Social Security. Thus creating one of the most tax efficient, inflation adjusted income streams in retirement!