James Alexander - Wealth Advisor

Let’s be honest - we have a lot coming at us each day. In our financial lives, we hear about the wild stock market, crazy inflation, recession coming, etc. But these are all factors OUTSIDE our control. The most peaceful people are the ones who only focus on their own game. More below…

When it comes to investing, focus on your own game, your own goals. Don't get distracted by the financial noise coming at you. You'll stress less when you have a clear direction and stick with it. https://www.yourretirementaccelerator.com/blog/video-lessons-about-money-stay-true-to-your-goals

The more specific we are with what we want, the easier it is too stay laser focused on it. Here’s a quick video where Ed and I discuss why just saying “I want retire at 65” doesn’t quite cut it for a stress free retirement.

What's your goal when it comes to retirement? It should be more than just a number or a date. Get specific about what you want in terms of lifestyle and develop a clear plan. This will help alleviate the anxiety you may have about retirement. https://www.yourretirementaccelerator.com/blog/video-lessons-about-money-get-more-specific-about-your-goals

Tune in our live event below where Ed Meek and I share our tax secret for business owners and independent contractors. Instead of getting a tax bill due, imagine receiving money back from the IRS each year! Details below.

Unveil the Big Tax Secret for Independent Business Owners Learn how a Defined Benefit Plan can help you minimize taxes and fast track your retirement savings.

The Moving Goalposts of Retirement When setting retirement goals: don’t fixate on a number, but what brings you fulfillment and peace of mind.

Planning for Your Future Is Like a Game of Chess Take control of your financial planning game and feel in control of your future. The key is to focus on your game, your financial goals.

Control Your Investment Choices With a Defined Benefit Plan, you have the power to make investment decisions. You have control over your investments while making informed choices.

Control Your Tax Obligations With a Defined Benefit Plan, you have the power to take control of your taxes. The flexibility of a Defined Benefit Plan allows you to take advantage of higher contribution amounts when your financial situation allows.

Please stop putting a hard financial number on your retirement goal. It’s a dangerous game to play and the wrong question to ask yourself. I’ve seen too many people make this mistake…here’s my latest blog post on why it’s a big issue.

An important principle as you plan for retirement - Don't fixate on a number. Focus on what brings you fulfillment and peace of mind. Once you identify these intangibles, the number is irrelevant. https://www.yourretirementaccelerator.com/blog/blog-the-moving-goalposts-of-retirement

If you have kids, chances are you’ve thought about equipping them to make intelligent financial decisions. Here’s my latest on how you can empower your children, from early childhood to adulthood.

Every child deserves the opportunity to understand money management principles. Equipping our kids with essential knowledge from an early age helps set them on a path towards financial independence. Learn more. https://www.yourretirementaccelerator.com/blog/blog-financial-literacy-for-children-at-all-stages-of-development