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Why I Started My Financial Planning Firm Thumbnail

Why I Started My Financial Planning Firm

I’m a firm believer that if you do what you love, you never have to work a day in your life. My father was a financial planner and seeing how much he enjoyed it as well as how many people he helped, inspired me to pursue a similar career.

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The 4 Types of Accumulators We Serve Thumbnail

The 4 Types of Accumulators We Serve

Our firm is called Accumulation Wealth Partners for a reason: we specialize in serving people in the accumulation phase of their life. Many firms focus on serving individuals and couples within a few years from retirement or in retirement. We believe there’s no such thing as planning too early, in fact smaller, yet efficient decisions made earlier in your financial life, can compound into large meaningful financial assets later in life. We aim to help people at the start and middle of their careers find a stable financial footing with the goal of reaching higher financial confidence and eventually (sooner that most think) financial independence.

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The Most Valuable And Overlooked Asset You Possess Thumbnail

The Most Valuable And Overlooked Asset You Possess

When you think of assets, you probably think of your investments -- stocks, bonds, 401(k) account, and maybe your home. If you were going to calculate your net worth, you would add all of those up with your bank accounts and subtract any debt that you have. But is that really all you’re worth?

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How Could Tax Changes Affect Your Financial Plan? Thumbnail

How Could Tax Changes Affect Your Financial Plan?

Every president campaigns with grand sweeping promises on everything from ending wars, cracking down on gun regulations, and of course, taxes. Most Americans take these vows with a grain of salt, but President Trump’s promise of tax reform become a reality with the final version of the Tax Cuts and Jobs Act being passed by Congress on December 20, 2017. While this bill doesn’t completely deliver on his emphatic promises, it does include a number of changes to the U.S. tax code that will impact both corporations and individuals. With tax season in full swing right now, people are wondering how these changes will affect their personal situation once the bill goes into effect. Here’s what we can expect.

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Why I Started Accumulation Wealth Partners Thumbnail

Why I Started Accumulation Wealth Partners

From an early age, I saw just how true the phrase “do what you love, and you will never have to work a day in your life” is. My father had been a financial planner and tax preparer since the early 1970s. Over the course of his long career, he has seen it all and, more importantly, helped a lot of people along the way. I saw just how much he loved his job and how much joy he experienced from helping people. Along the way, he made friends with many of his clients.

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Love and Money: Financial Planning Considerations for Couples Thumbnail

Love and Money: Financial Planning Considerations for Couples

Do you enjoy talking about money with your significant other or is it a topic you strive to avoid at all costs? A couples and money survey reveals that 26% of Americans turn a blind eye to the issue of finances in their relationship even though they understand the importance of discussing it. Because of this tension, it’s not surprising that money is the primary reason for arguments between couples, with many couples averaging three fights per month revolving around financial issues. Disagreements about finances are the most common predictors of a future divorce.

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