When you hear the term Family Office, what is the first thing that you think about? Do you think of it in financial terminology or maybe related to the medical field? Within the financial industry, the term Family Office typically meant an advisory firm that serves ultra-high-net-worth investors. I am here to help change that definition. I have always believed … Read More
To Sell is the New Pink
After spending an entire career in a non-sales or non-business development role, I gradually found myself in such a role as I began to build my wealth planning firm for individuals, families, and businesses. Struggling to make sense of how to build a robust business development process, I turned to one of my favorite authors and business thinkers Dan Pink. … Read More
3 Reasons Why We Worry About the Wrong Things
Once upon a time, I often found some of the daily/nightly news interesting. It was also my attempt to see another person’s view on various stories. But over time, I have noticed that everything is breaking news. What is so earth-shattering about another Presidential tweet? Even more so, I see constant fear and anxiety in almost every headline-breaking story. What … Read More
4 Steps to Set Up the Retirement that You Envision
Can you envision what your retirement years may look like? Do you see yourself traveling the world, living in your ideal location, spending time with your loved ones, or setting out on a new second career? Before you can start a retirement plan, you need to know what you want your retirement to be. Developing Your Vision To gain a … Read More
The Holy Grail of Investing
Many of you, unless you are into reading about investment management, have likely never heard of Jack Schwager author of the Market Wizards series of books. In his books, Schwager interviews some of the most legendary investors of our time. During each interview, Schwager tries to get at the heart of what has made that trader successful. While there is … Read More
How Life is Like a Sleeping Bear Sand Dune
We recently took our family vacation in northern Michigan. One of our favorite spots is the Sleeping Bear Sand Dunes. The dunes, which are now apart of the National Park Service is one of our great national treasures which everyone should check out if you are in the State of Michigan. This was the second time that I had been … Read More
Start with WHY, The New Wealth Planning Reality
One of the unique differences in wealth planning at TAMMA is that we often start with “Why” when we are developing wealth plans for our clients. Starting with why helps to set the foundation on which the wealth planning process is built on. Once we determine the why, we can focus on how we invest our time, energy, and, yes, … Read More
Why a Financial Planner is More Than Just an Investment Guide: The Four Critical Aspects
Working with a professional of any means, whether a doctor, attorney, or specialist, is, in many ways, no different than having and working with a wealth advisor. You, the client, rely on these professionals to support and guide you through decision-making while formulating opinions and reviewing alternative solutions to reach the best possible outcome for your situation. Many people believe … Read More
Tax Planning is Year-Round; 7 Items that You Should be Checking!
Tax Day has been in our rearview mirror for some time now; I thought that I would provide a refresher on the significant tax code changes that went into place during 2018 with the infographic below. Now would be a good time to examine the following; Are you on track to maximize qualified retirement contributions? $19,00 for 401(k)s an additional … Read More
This Picture is Worth a Thousand Words
The picture above is one of the many faces of TAMMA. She happens to be one of the M’s in TAMMA as her name is Mackenzie (Mac). But her picture could be one of your children. It could be Kennedy, Collin, Brody, Grace, or Sophia who are just a few of the youngest members of the TAMMA family. For the … Read More
