The traditional early retirement acronym, FIRE, draws many critics who accuse the adherents of turning against civilization and America to pursue their selfish self-interest instead! However, what I’ve found through my own experience and working with my clients, is that many of the FIRE pursuers aren’t as interested in the “Retire Early” part of FIRE […]
“Triple Tax-Advantaged”. That’s all you need to know about the Health Savings Account (HSA) and why you should have one today. Just kidding, “Triple Tax-Advantaged” sounds more like a minor league wrestler than something that has the potential to be one of your best investment accounts, but I’ll take you through all the nerdy details […]
One week before I quit my high-tech, high-income job at Hewlett Packard, I sat in my chair contemplating what brought me to that day. It was a path full of fortune and luck, led by great mentors that shaped my success.However, it’s only in hindsight I was able to acknowledge my incredible fortune. When I […]
Accenture has offered an Employee Share Purchase Plan (ESPP) since the company went public in 2001. It’s a great way to purchase Accenture shares, but we’ll cover a few things you need to know. I probably could have FIRE’d even sooner if I never sold my Accenture shares accumulated through the ESPP, but they were a good […]
It’s a scene that was forever burned into my mind. Not because it was some shocking incident that scarred me, but instead because it was an epiphany that really hit home. We were on the preliminary leg of our Around the World gap year trip in 2013 when we rented a car to tour […]
There is no doubt you’ve worked hard to accumulate the savings you have, now it’s time to make your money work for you. When we take on new investment advising clients, we first take you through the financial planning process to ensure we fully understand the life you want to live and how we can […]
There is no doubt finding someone you trust is paramount to successful financial planning. It’s imperative your advisor has your best interests at heart and isn’t just selling products to make commissions.At Adventure Wealth Advisors, building trust is a priority, and that’s why we’re a fiduciary which means we have a legal obligation to put […]
The 2020 CARES Act increases the deductions for charitable contributions. Find out how you can amplify your giving this year
Every year my annual term life insurance premium charge hits my credit card, I think, “oh yeah, I forgot I had that policy”. Considering I’m the person who set it up, and I still forget about it, how much do you think my wife knows about it?* It’s not uncommon for one person to […]
“Gap year” is a common term across most of the world, especially Europe, where many people take a year off after formal education to travel the world. It’s a chance for people to experience the world before settling down into their careers and lives. However, it’s not a common term in the US because most […]