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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.



5 Home Renovations That Can Affect Your Insurance
Planning a home renovation involves fun activities such as designing a new floor plan and picking colors. However, having a conversation...

Donovan Carson
Mar 11, 20243 min read


Top 6 Must-Read Books to Get Into Investing
Investing can be a little dangerous if you don’t prepare yourself for the rocky road ahead. Protect yourself and your money by reading...

Donovan Carson
Mar 10, 20243 min read


Financial Advisor, Wealth Advisor, Investment Advisor: What's the Difference?
Once you've decided it’s time to get some professional financial help, you may be asking yourself: “Which type of financial professional...

Donovan Carson
Mar 10, 20243 min read


Active vs. Passive Investing: It's Time to Understand the Difference Once and For All
Even with the onset of COVID-19, major online brokers saw new accounts grow as much as 170 percent in the first quarter of 2020.1 For...

Donovan Carson
Mar 10, 20243 min read


20 Myths About Working With a Financial Advisor
Myths about working with a financial advisor abound, maybe you've even heard a few: "I don't need one" "They're for the wealthy" "There...

Donovan Carson
Mar 10, 20243 min read


What is the Fiduciary Rule and Why You Should Care
When you’re deciding on a financial advisor to guide you on decisions regarding retirement, investments, life insurance, estate planning...

Donovan Carson
Mar 10, 20243 min read


Just Received an Inheritance? Be Aware of these 5 Tax Implications
Navigating the regulations of inheritance tax can add to an already complex and stressful situation for beneficiaries. Whether or not...

Donovan Carson
Mar 10, 20243 min read


5 Tips to Organize Your Finances for the Tax Season
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


Trying to Supersize Your Retirement Savings? A Mega Backdoor Roth IRA Conversion Could Come in Handy
Reaching retirement is exciting, but having enough to maximize your quality of life during retirement is key. You’ve likely heard of a...

Donovan Carson
Mar 10, 20244 min read


Your Tax Filing Season To-Do List
The tax season is officially here. If you haven't already, now is the time to get prepared. Whether you meet with a tax professional or...

Donovan Carson
Mar 10, 20244 min read
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