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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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Buy Sell Photo
03 Oct: Buy Sell Agreements: Ensuring Smooth Business Transitions

Building a business is all about the day-to-day decisions. But what happens to the business if the primary decision-maker isn’t…

FAANGs Gone Value
22 Sep: FAANGs Gone Value

One of the more vocal arguments against value investing stems from a belief that we’re in a “new normal” environment…

Inherited 401(k)s
13 Sep: Inherited 401(K): A Guide for Beneficiaries

Most workers participating in a 401(k) plan attempt to salt away as much of their income as possible into the…

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15 Aug: Maximizing the Tax Advantages of Business Ownership

Growing your business across every measure is the priority for business owners, no matter their stage.  Just starting out and…

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10 Aug: August Market Commentary

July Recap and August Outlook July marked the best month for the markets since November 2020. What happened, after the…

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03 Aug: Earnings Report Recap

Here’s a recap of six companies that reported earnings this past month. These companies are stocks that are held within…

Inflation the Fed and Recession are not Linear
02 Aug: Inflation, the Fed, and Recession are not Linear. 

The June CPI number came in at 9.1%. This is not only the second consecutive month that we’ve seen an…

how to retire in a volatile market
27 Jul: Retiring in a Volatile Market: Control What You Can

Retirement during a volatile market is unsettling. Whether you are on the cusp or have already made the leap, a…

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