by RWolf | Jan 15, 2020 | Asset Coaching, Debt
Having talked to thousands of people about money matters and finance, I have found that most people lack financial confidence. One may ask, why this is? The simple answer is with a question, “Where, or even when, did you learn about money or finances?” Most answer...
by RWolf | Jul 1, 2019 | Accumulation, Assets, Distribution, Taxes
There are three assets we want our clients to have: A business Cash Value Life Insurance Real Estate Why you ask??? Because these are what the IRS says are the most tax efficient. If you only have one of these then we can help you get the other two. But if you don’t...
by RWolf | Jun 17, 2019 | Books, Cash Flow, Income, Taxes
I find it unnerving how complicated the financial services industry as a whole try to make things out to be. Granted I understand each person has gifts or likes about things. I hear all the time, from my wife as well, “I don’t understand… fill in the blanks of some...
by RWolf | Jun 10, 2019 | Assets
Where do we start? At the beginning. What is an Asset? So if you Google this question see below the results According to Investopedia, you can see that an asset is anything of value or a resource of value that can be converted into cash. Individuals, companies, and...
by RWolf | Jun 3, 2019 | Bookkeeping, Cash Flow, Taxes
TERRA FIRMA FINANCIAL MANAGEMENT I want to share what I have been thinking about for some time now. As a business owner you have a bookkeeper (accountant) to manage the cash in and out of your business. Financial management is so key in a business striving for...
