Are you in search of ways to make yourself a better investor? Do you feel like you don’t know what to do when and how? Do you get overwhelmed and confused by all the advice out there about investing?

Well, let me be one more person giving you advice. No frills, selling points, or fancy terminology, just 6 quick and easy ideas of how to become a better investor.

Wondering what you might be able to do to improve your tax picture?

Tax planning can be extremely beneficial, potentially leading to thousands upon thousands of dollars saved if done well.

Let’s go through 15 common strategies I use with my clients. My hope is that perhaps something in here will be helpful to you, hopefully reducing that pesky tax bill a bit.

Looking at your insurance picture?

Wondering what to consider, what to prioritize, what to do?

Let’s go through 15 quick ideas.

Thinking about retiring?

There’s a lot to unpack. Lots to consider.

Just to get the juices flowing, here are 15 quick ideas.