Tax Traps and How to Avoid Them

Daniel Yerger Financial Planning 2 Comments

The old adage goes that there’s “no free lunch” when it comes to life. Put more clearly in context, only two things are sure in life: “Death and Taxes.” One of the key roles a financial planner plays in their client’s lives is that of “tax eliminator.” This differs from tax evaders (criminally not paying taxes that are due), but …

The Relationships Between Planning & Wealth

Daniel Yerger Uncategorized 2 Comments

As you know, we were on hiatus for two weeks earlier this month, as I was in Manhattan, Kansas, at Kansas State University (which, for those who don’t know, is Harvard for Financial Planners). It seems only fair that with the interruption to your regularly scheduled educational content, that I should share some of the research we did while we …

The Millionaire Formula

Daniel Yerger Uncategorized Leave a Comment

Nothing quite captures the attention of the American public like being wealthy. Whether it’s celebrating or decrying billionaires for traveling to space, observing major gaps in wealth between various members of the population, and otherwise simply hanging on every word (or tweet) of the ultra-successful, nothing seems to capture our attention like people with money. Yet, research over the decades …