Planning 3/4

Financial tactics and tools for self-starters to achieve enduring financial freedom decades ahead of the norm. Delivered once a month on the first Saturday.

Achieving Peak Performance: Financial Lessons We Can Learn From Athletes

Athletes are often treated like superheroes. For good reason, too - they undergo rigorous training, develop astounding mental strength...

Donovan Carson

Mar 10, 20243 min read

Understanding & Conquering the Bad Behavior That Affects Your Financial Wellness

Being financially literate means you have a good grasp on your finances, as well as what are considered positive financial habits. Maybe...

Donovan Carson

Mar 10, 20244 min read

Do You Have These 5 Finance Basics Down?

Working with a trusted financial professional is important when it comes to strategizing and preparing to meet your financial goals. But...

Donovan Carson

Mar 10, 20244 min read

5 Ways to Financially Empower Yourself (Or a Woman in Your Life)

According to a recent study, there is a universal gender gap in financial literacy between men and women. However, while women reported...

Donovan Carson

Mar 10, 20243 min read

Top 6 Financial Concerns Ultra-High-Net-Worth Individuals Face

Ultra-high-net-worth individuals (UHNWI) are people who have at least $30 million in assets. In recent years, the pool of people meeting...

Donovan Carson

Mar 10, 20243 min read

What is Financial Therapy and How Does it Differ from Financial Advisement?

You have the best of intentions: you want to contribute to your savings account each month or make a larger payment towards your credit...

Donovan Carson

Mar 10, 20243 min read

Insider Secrets From the World's Top Golf Courses

So you've decided to step off of your home-town green and venture out to play a round of golf at a top-rated U.S. course. Regardless of...

Donovan Carson

Mar 10, 20243 min read

10 Rules to Live by if You Want to Achieve Financial Independence

Financial independence can be defined in a number of ways. However, when most think of financial independence they dream of a time in...

Donovan C.

Mar 10, 20244 min read

Mid-Year Financial Check-In: Are You On Track To Reach Your Year-End Goals?

Now is a great time to slow down and take stock of your entire financial picture and how it’s lining up with your year-end goals. Below...

Donovan Carson

Mar 10, 20244 min read

Why you need an emergency fund (and how much you need)

You have a financial plan and a budget. You’ve set goals and reviewed tax strategies to potentially keep more of what you earn. Do you...

Donovan Carson

Mar 10, 20243 min read

Eyeing Up That Tesla? Here’s What to Know About Insuring It (And Other Electric Vehicles)

It’s estimated that by 2021 there will be at least two million electric vehicles on the road in the United States. What’s more, it’s...

Donovan Carson

Mar 10, 20243 min read

5 Steps to Set Up and Maintain a Budget for Your Startup

You’ve developed your vision, a solid business plan and opened the doors to your new business venture but now you may be looking to hire...

Donovan Carson

Mar 10, 20243 min read

How Do Self-Employed Retirement Accounts Work?

Being self-employed can provide you the flexibility and freedom to do what you love, build your business the way you see fit and work as...

Donovan Carson

Mar 10, 20243 min read

[Infographic] Planning for Retirement as a Small Business Owner

Invest In a Life You Love, When You're Ready, There Are Three Ways I Can Help You Become a Client—Apply to become a client of mine and...

Donovan Carson

Mar 10, 20241 min read

Got Stock Options? A Guide to Understanding the Complexities of Equity Compensation

Equity compensation is an alternative compensation strategy designed to provide employees with investment opportunities through...

Donovan Carson

Mar 9, 20243 min read

A Guide to Trusts for Estate Planning

Most Americans understand the importance of estate planning, yet an alarming percentage of adults do not have arrangements. According to...

Donovan Carson

Mar 8, 20244 min read

Avoid These Mistakes When Setting up a Living Trust

It’s hard to think about the end of your life while you’re still in your prime. But the facts don’t lie. Statistically speaking, the...

Donovan Carson

Mar 8, 20244 min read

A Guide to Dividing Your Estate Unequally

Dividing your estate among family can be complex and sometimes difficult. Nevertheless, not having a will may lead to more complications...

Donovan Carson

Mar 8, 20244 min read

[Infographic] Millennials & Money

Invest In a Life You Love, When You're Ready, There Are Three Ways I Can Help You Become a Client—Apply to become a client of mine and...

Donovan Carson

Mar 8, 20241 min read

Teaching Children Financial Literacy

Parents share many private things with their children, hoping that the information will help them grow into successful adults. But there...

Donovan Carson

Mar 8, 20243 min read