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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.



Tax Planning Tips For Investors: 5 Things to Keep in Mind for the Tax Season
This tax season may be a bit different for many Americans. Giving your tax return a bit of extra attention and effort could help avoid...

Donovan Carson
Mar 10, 20243 min read


Before Completing Your Tax Return, Keep These 5 Filing Tips in Mind
Filing taxes always feels a bit tedious. Stay the course for filing your tax return while keeping these five tips in mind. Tip #1:...

Donovan Carson
Mar 10, 20243 min read


Tax Filing Season To-Do List
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


Should You Be Utilizing Donor-Advised Funds? These 4 Tax Benefits May Help Make Up Your Mind
Donor-advised funds, or DAFs, allow families and individuals to make tax-advantaged donations to charitable organizations. Similar to...

Donovan Carson
Mar 10, 20243 min read


Bear Markets and the Threat of Recession: What You Need to Know
What Is a Bear Market? A bear market refers to a period of time in which stock prices decline and the overall market outlook is...

Donovan Carson
Mar 10, 20244 min read


5 of the Top TED Talks About Personal Finance
Since 1984, the TED non-profit organization has been providing powerful, 18-minutes or less talks in a way in which “technology,...

Donovan Carson
Mar 10, 20243 min read
![[Infographic] Bull & Bear Markets: A Timeline](https://static.wixstatic.com/media/329ea9_093cf877366e4c779d028b82143dc1f4~mv2.png/v1/fill/w_333,h_250,fp_0.50_0.50,q_35,blur_30,enc_avif,quality_auto/329ea9_093cf877366e4c779d028b82143dc1f4~mv2.webp)
![[Infographic] Bull & Bear Markets: A Timeline](https://static.wixstatic.com/media/329ea9_093cf877366e4c779d028b82143dc1f4~mv2.png/v1/fill/w_292,h_219,fp_0.50_0.50,q_95,enc_avif,quality_auto/329ea9_093cf877366e4c779d028b82143dc1f4~mv2.webp)
[Infographic] Bull & Bear Markets: A Timeline
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
![[Infographic] Homeowner's Insurance: Do's and Don'ts](https://static.wixstatic.com/media/329ea9_5147fd10743e4221a1420fc9b8c78aa3~mv2.png/v1/fill/w_333,h_250,fp_0.50_0.50,q_35,blur_30,enc_avif,quality_auto/329ea9_5147fd10743e4221a1420fc9b8c78aa3~mv2.webp)
![[Infographic] Homeowner's Insurance: Do's and Don'ts](https://static.wixstatic.com/media/329ea9_5147fd10743e4221a1420fc9b8c78aa3~mv2.png/v1/fill/w_292,h_219,fp_0.50_0.50,q_95,enc_avif,quality_auto/329ea9_5147fd10743e4221a1420fc9b8c78aa3~mv2.webp)
[Infographic] Homeowner's Insurance: Do's and Don'ts
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


10 Hidden Costs of Buying a Home
Buying a house is exciting - and stressful. When it comes to purchasing your new home, it’s important to be realistic about what you can...

Donovan Carson
Mar 10, 20244 min read


Passive Income: What it is & How to Use it to Build Wealth
Passive income is generated with little effort to maintain it. Generally, this type of income is tied to some form of investing. It...

Donovan Carson
Mar 10, 20243 min read
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