Our unique and proprietary systems and services will take you from where you are today, to your Financial Independence Day, so you can begin to live the life you really want. Select any of the headings below to learn more about them now.
Retirement Planning Services & Products
The 4x4 Financial Independence Plan ℠
The Smart 401(k) Supercharger ℠
The Smart College Cost Eliminator ℠
The Smart Debt Eliminator/Credit Builder System ℠
The Smart Financial Independence Blueprint ℠
The Smart Investment Property Evaluator ℠
The Smart Mortgage Paydown Accelerator ℠
The Smart Social Security Benefits Maximizer/Retirement Healthcare Expense Estimator ˢᵐ
Coaching and Consulting
Delaware Statutory Trusts
Real Estate Rentals (Direct)
Real Estate Rentals (Partnerships & Syndications)
Retirement Plans (Self-Directed) IRA's, 401(k)'s, SEP's, SIMPLE's, Roth's
Securities (Provided Via Lifetime Financial)
Browse All Retirement Planning Articles, Videos, Podcasts
Tax PlanningWe want to bring to your attention some crucial tax changes and updates that will impact individuals and businesses in 2023. It's essential to stay informed about these developments to ensure compliance and make the most of available opportunities. ...
Tax PlanningFor small businesses, staying on top of your tax deadlines is no easy task.Here's a helper for those deadlines: Bradford Tax Institute's 2023 Federal Tax Calendar, tailored for small businesses and self-employed taxpayers. The 2023 Federal Tax Calendar is...
Retirement PlanningSome parents are obsessed with getting their children into top-ranked schools no matter the cost. You can save a lot of money by understanding what truly leads to the best outcomes for your children.With some schools now costing more than $300,000...
Retirement PlanningIf you want to be prepared for the possibility that in your later years you might need home nursing care or assistance with daily living activities due to physical or cognitive impairment, watch this short video to learn how you can double or triple...
Retirement PlanningWe are excited to bring your attention to some significant developments regarding Roth IRAs and the recent SECURE Act 2.0. This legislation introduces key provisions that could greatly impact your retirement and financial planning strategies. Below,...
Retirement Planning: SecuritiesJoseph Maas, Synergy Asset ManagementFinancial Markets Equities. All three major indexes saw substantial gains in the second quarter of 2023, with the Nasdaq Composite up +12.81%, the S&P 500 up +8.3%, and the Dow Jones Industrial...
Financial GuidesAs summer unfolds, we are pleased to present our Summer Key Planning & Investment Deadlines guide. In keeping with our quarterly tradition, we have prepared a comprehensive guide outlining the crucial financial deadlines for the next three months....
Tax PlanningBradford Tax InstituteAn ugly rule applies to how S corporation owners deduct the cost of health insurance that a corporation puts on its W-2s. The words that make this an ugly rule are “earned income,” and this is unusual because you generally think of...
Retirement Planning: SecuritiesJoseph Maas, Synergy Asset ManagementFinancial Markets Last week ended with a resolution to the national debt ceiling issue and a unique May jobs report that sent equities higher for the week, all of which changed the outlook for the...