https://customwealthplanners.com/wp-content/uploads/2023/09/Couch4-scaled.jpg17102560Clay Budachhttps://customwealthplanners.com/wp-content/uploads/2023/07/Custom-Wealth-Planners.pngClay Budach2024-02-02 16:00:042024-02-24 01:37:11Three Types of Relationships You Can Have with a Financial Advisor
https://customwealthplanners.com/wp-content/uploads/2024/01/daniil-silantev-ioYwosPYC0U-unsplash-scaled.jpg16962560Clay Budachhttps://customwealthplanners.com/wp-content/uploads/2023/07/Custom-Wealth-Planners.pngClay Budach2024-01-18 22:20:302024-02-24 01:37:49Beyond The Numbers: The Four Words You Need to Hear.
Throughout the year we’re regularly collaborating with clients and their CPAs to come up with various strategies to help manage for what many is their largest single line-item expenditure of their lifetime…Taxes.
https://customwealthplanners.com/wp-content/uploads/2023/07/Custom-Wealth-Planners.png00Travis Allenhttps://customwealthplanners.com/wp-content/uploads/2023/07/Custom-Wealth-Planners.pngTravis Allen2023-11-28 17:14:382024-01-17 23:39:23Tax Time can be Dreadful. Let’s Change That!
Choosing who to work with as a financial advisor is a significant decision. Clients want advisors who can solve their specific financial issues, foster trust, and consistently prioritize their best interests.
https://customwealthplanners.com/wp-content/uploads/2023/10/Money-tree.webp10241024Clay Budachhttps://customwealthplanners.com/wp-content/uploads/2023/07/Custom-Wealth-Planners.pngClay Budach2023-10-12 19:14:292024-02-24 01:39:38Navigating the Financial Advice Landscape: Who to Trust?
As we transition to Fall, our focus as a firm begins to narrow in on year-end tax planning for our clients. For many, taxes will represent the single largest line-item expenditure of their lifetime. With that reality, it also represents one of the biggest areas of value add an advisor can bring to the table.
https://customwealthplanners.com/wp-content/uploads/2023/07/Custom-Wealth-Planners.png00Travis Allenhttps://customwealthplanners.com/wp-content/uploads/2023/07/Custom-Wealth-Planners.pngTravis Allen2023-09-08 22:18:592024-01-17 23:38:35Getting Your 6% (While You Still Can)
“If you don’t know where you are going, you’ll end up someplace else.” – Yogi Berra
Someplace else, it lives in the future and takes no priority in the present. Tomorrow’s problems— cast to the wind, for good or bad. Planning is pulling forward the future and shaping it to match your dreams, goals, and values.
https://customwealthplanners.com/wp-content/uploads/2024/01/campaign-creators-pypeCEaJeZY-unsplash-scaled.jpg18532560Clay Budachhttps://customwealthplanners.com/wp-content/uploads/2023/07/Custom-Wealth-Planners.pngClay Budach2023-07-12 20:02:492024-02-24 01:40:23The Power Of Financial Planning
https://customwealthplanners.com/wp-content/uploads/2023/07/Custom-Wealth-Planners.png00Travis Allenhttps://customwealthplanners.com/wp-content/uploads/2023/07/Custom-Wealth-Planners.pngTravis Allen2023-07-07 20:49:262024-01-17 23:37:02Beware of the Investment Sales Pitch
https://customwealthplanners.com/wp-content/uploads/2023/07/96273213-d7e1-41bf-8a5c-95b82b334a3b_246x308.png308246Clay Budachhttps://customwealthplanners.com/wp-content/uploads/2023/07/Custom-Wealth-Planners.pngClay Budach2023-06-20 19:28:532024-01-17 23:34:07A brief history of “retirement”
https://customwealthplanners.com/wp-content/uploads/2023/07/Custom-Wealth-Planners.png00Travis Allenhttps://customwealthplanners.com/wp-content/uploads/2023/07/Custom-Wealth-Planners.pngTravis Allen2023-06-02 20:17:462024-01-17 23:35:00What’s on the Horizon
Quarterly Client Newsletter- Q1 2024
/0 Comments/in Custom Wealth Planning, Investment, Newsletter /by Travis AllenGetting Rich Quick- Cryptocurrency Insights
/0 Comments/in Custom Wealth Planning, Investment, Newsletter, Retirement /by Travis AllenRequired Minimum Distributions: A Potential Tax Nightmare
/0 Comments/in Investment, Retirement, Tax Planning /by Clay BudachThe Crucial Role of Long-Term Financial Planning Projections
/1 Comment/in Financial Planning, Investment, Retirement, Tax Planning /by Clay BudachThree Types of Relationships You Can Have with a Financial Advisor
/0 Comments/in Financial Planning, Investment, Retirement /by Clay BudachBeyond The Numbers: The Four Words You Need to Hear.
/0 Comments/in Custom Wealth Planning, Financial Planning, Retirement /by Clay BudachQuarterly Client Letter: 2023 Q4
/0 Comments/in Financial Planning, Investment, Retirement, Tax Planning /by Travis AllenIf there’s a message to take from 2023 markets, it is this: Timeless wisdom best informs timely decisions.
Tax Time can be Dreadful. Let’s Change That!
/0 Comments/in Financial Planning, Investment, Retirement, Tax Planning /by Travis AllenThroughout the year we’re regularly collaborating with clients and their CPAs to come up with various strategies to help manage for what many is their largest single line-item expenditure of their lifetime…Taxes.
Navigating the Financial Advice Landscape: Who to Trust?
/1 Comment/in Financial Planning, Investment, Retirement, Tax Planning /by Clay BudachChoosing who to work with as a financial advisor is a significant decision. Clients want advisors who can solve their specific financial issues, foster trust, and consistently prioritize their best interests.
Getting Your 6% (While You Still Can)
/0 Comments/in Tax Planning /by Travis AllenAs we transition to Fall, our focus as a firm begins to narrow in on year-end tax planning for our clients. For many, taxes will represent the single largest line-item expenditure of their lifetime. With that reality, it also represents one of the biggest areas of value add an advisor can bring to the table.
The Power Of Financial Planning
/1 Comment/in Financial Planning /by Clay Budach“If you don’t know where you are going, you’ll end up someplace else.” – Yogi Berra
Someplace else, it lives in the future and takes no priority in the present. Tomorrow’s problems— cast to the wind, for good or bad. Planning is pulling forward the future and shaping it to match your dreams, goals, and values.
Beware of the Investment Sales Pitch
/0 Comments/in Investment /by Travis AllenI’m going to use this post to speak my investment truths. I hope it connects with enough of you to keep me from going broke…
A brief history of “retirement”
/0 Comments/in Retirement /by Clay BudachIn the beginning, there was only one retirement plan. Work until you’re dead, or at least until you can’t anymore.
Buy the Boat
/1 Comment/in Custom Wealth Planning /by Travis AllenSplurge on the big family trip, get a new car every couple of years, and certainly buy coffee at Starbucks in the morning. (sorry Dave Ramsey)
What’s on the Horizon
/0 Comments/in Custom Wealth Planning /by Travis AllenAs much as I wanted to announce my next endeavor being a large lottery win, once again Powerball has let me down. Fortunately, I have a back-up plan.