So this is insane, right? Do you feel like the whole world is upside down and you’ve gone off the edge of the map where it’s nothing but clouds and sea monsters? So do we.
You try on shoes; you test-drive a car, you even read the online samples of a book before you make a purchase. Doing your due diligence is just part of the process in any purchase, and we’d expect nothing less if you’re looking at bringing Core Group into the fold to take your business to the next level.
An investment strategy is incomplete without including tax planning. After all, it is not what you make, it is what you keep that matters. Often brokers and wealth managers leave out the tax ramifications when giving investment advice, which leads to unintended consequences.
If you’re reading this, then we probably don’t need to tell you about the importance of having a budget. It’s unnecessary to explain to you that working without a budget is like driving a car cross-country without a map(or GPS).
What do you think about when you hear the word “prejudice?” Most people gravitate toward things like race or religion. But, the reality is that we all have prejudices about a great number of things, both large and small. This is a story about how I learned (relearned?) that “Prejudice MakesYour World Smaller.”