1 min read

[NEW] Visual Insights Newsletter | Money Lies (We Tell Ourselves)

Have you ever lied to yourself about money? Have your clients?

1 min read

[NEW] Lead Gen Campaign | Early Retirement Time Bomb

While most folks have a target age in mind for retirement, sometimes external factors can prompt us to consider retiring earlier. And often, we don’t...

1 min read

[NEW] Visual Insights Newsletter | How Far Could $1 Million Go in Retirement?

A million dollars.

1 min read

[NEW] Single-Topic Email | Stimulus Recap

Stimulus checks are on the way out, vaccine money is being distributed, and jobless aid is on the way.

1 min read

[NEW] Personal Connection Video | Small Business Tax Credit

The second round of stimulus funding in the CARES Act includes a small business tax credit that your clients and prospects may not know about.

1 min read

[NEW] Traffic Generation Campaign | Tax Opportunities

What’s a Traffic Generation Campaign? Our newest campaign type, the Traffic Generation campaign, is designed to be the very first piece of a larger...

1 min read

[NEW] Single-Topic Email | What if Something Good Happens?

A lot of things are a mess right now.

1 min read

[NEW] Single-Topic Email | What Makes You Happy?

There’s plenty in the world to fret over right now.

1 min read

[NEW] Personal Connection Video | Tax Planning in 2021

A new Executive Branch likely means new tax codes.

1 min read

[NEW] Visual Insights Newsletter | Financial Spring Cleaning

Spring is in the air, and hopefully that means warmer weather and the opportunity to open our windows and air out our homes. It’s also a time when we...