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The Financial Incline

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Read along as we share ways you can convert high income into last wealth. The Financial Incline will share our guidance through articles, blog posts, videos and interviews. I work closely with business owners and high earning young professionals to provide advice on retirement planning, investment and risk management, cash flow and debt management, estate planning and tax strategies. 

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24 May: What do retail sales tell us about the economy?

Last week, major retailers in the U.S. reported earnings. By listening to these earnings calls and reading the reports, we…

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17 May: What is the Debt Ceiling?

What is the debt ceiling? The focus in the stock market over the past few weeks has been on the…

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10 May: Ways to Protect your Account from a Bank Run

Banks have been front and center since the collapse of Silicon Valley Bank back in March and the collateral damage…

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03 May: Do Not Forget About CAPEX

When evaluating a business to purchase or invest in do not forget about capital expenditures – more commonly known by…

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26 Apr: Office Real Estate – The Next Shoe to Drop?

If you watch or listen to any financial news this year you probably hear a recurring theme of the worries…

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19 Apr: Financial Capability Beyond April

April is Financial Capability Month, an initiative that started in 2004 as “Financial Literacy” and has evolved over the last…

April Market commentary
12 Apr: April Market Commentary

All’s Well That ends well? not so fast… march Recap and april Outlook Equity markets, using the S&P 500 index…

05 Apr: How Do You Create Lasting Wealth?

For most people, steady, ongoing work is the foundation of their wealth. Career success and a good salary, or building…