Six Step Strategy for Leaving an Inheritance- Steps 4 & 5
by Mike Jette on Apr 18, 2018
Step Four: The Title Decision
Six Step Strategy for Leaving an Inheritance- Steps 2 & 3
by Mike Jette on Apr 12, 2018
Step Two: The Treatment Decision
Six Step Strategy for Leaving an Inheritance- Step One: The Transfer Decision
by Mike Jette on Apr 4, 2018
The story goes that shortly after his death someone asked John D. Rockefeller’s accountant, “How much did he leave?” His accountant replied “all of it.” Who knows if this conversation took place but no one can dispute the fact that when we die we don’t take any of our stuff with us, no matter what our last names is. It is all left behind!
How to Prepare Your Family to Inherit
by Mike Jette on Mar 28, 2018
This article begins a series on the challenges of leaving or receiving an inheritance.
Do Good & Save Taxes
by Mike Jette on Mar 28, 2018
The chance to get a deduction often motivates charitable givers to become even more generous. But under the Tax Cuts and Jobs Act, far fewer taxpayers will itemize deductions when they file their tax returns for 2018—and beyond—compared with 2017. The Council on Foundations estimates that the new rules may decrease charitable giving in the U.S.
Getting Ready for the Next Bear Market
by Mike Jette on Dec 11, 2017
In this video we discuss the history of down markets, what we can do to be prepared for the next down market, what we can learn from past down markets, can we profit from the next down market, and what we're doing at Carroll Financial to prepare.
Making Good Decisions- Part 4
by Mike Jette on Jun 5, 2017
This is the last article in a series exploring some helpful steps for making decisions with better outcomes. The key to making better decisions is a learned repeatable process.
The Car Purchase Example
Making Good Decisions- Part 3
by Mike Jette on May 24, 2017
This is the third article in a series exploring some helpful steps for making decisions with better outcomes. The key to making better decisions is a learned repeatable process.
Making Good Decisions- Part 2
by Mike Jette on May 18, 2017
This is the second article in a series exploring some helpful steps for making decisions with better outcomes. The key to making better decisions is a learned repeatable process.
The Car Purchase Example
Making Good Decisions
by Mike Jette on May 11, 2017
One of the most formidable barriers to a great ROL is poor decisions. The key to making better decisions is a learned repeatable process. When you think about it a financial plan is really just a series of pre-made decisions. This is the first article in a series exploring some helpful steps for making decisions with better outcomes.
