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Watch On YouTube What happens if you have exactly 50/50 custody of your child? Who gets to claim them for tax benefits? This short provides a Simple and clear answer to a rare but possible tax dilemma. The 'number of nights' test always comes first, and AGI
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Watch On YouTube Who gets to claim the child for tax benefits after a divorce or separation? ⚖️ This short provides a Simple, clear answer and explains the role of the custodial parent and Form 8332. It also provides a constitutional insight to ensure you don't make a costly
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Watch On YouTube It's a common tax dilemma: Do you claim your child as a dependent or let them file their own return? 🤔 Many people think it's an 'either/or' choice, but it's not! This short provides a Simple answer and explains
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Watch On YouTube Confused about the difference between the Child Tax Credit (CTC) and the Additional Child Tax Credit (ACTC)? 🤔 You're not alone. This short breaks down the Simple, two-stage benefit that can reduce your tax bill AND put money back in your pocket. A Sound tax strategy
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Watch On YouTube How much is the Child Tax Credit worth? 🤔 For 2024, it's up to $2,000 per child, but there's a strict age cutoff that catches many parents by surprise. For the full amount, your child must be under age 17 at the end
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Watch On YouTube Is your definition of "financial success" simply hitting a number? 📈 Our Financial Principles Worksheet helps you move beyond that limited view to uncover what truly matters. We ask questions like: "What must be true about your finances for you to feel peaceful and secure?
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Watch On YouTube Think a great financial plan is just a list of goals, like "retire with $2 million"? Think again. 🤯 A plan built on principles is what truly provides a stable North Star, guiding all your decisions and ensuring your direction remains true. Your principles are your
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Watch On YouTube How do you view your financial plan? As a one-time product to be bought, or a living system to be stewarded through time? 🤔 This short reveals the key to long-term financial success: a mindset shift from "owning a plan" to "stewarding a constitution"
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Watch On YouTube Is your financial plan a static document that's quickly becoming obsolete? Or are you constantly "tinkering" with it based on every market headline? 😩 This is a common dilemma, but there's a better way. This short introduces our "Both/And"
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Watch On YouTube Think a great financial plan is just a list of goals, like "retire with $2 million"? Think again. 🤯 A plan built on principles is what truly provides a stable North Star, guiding all your decisions and ensuring your direction remains true. Your principles are your
shorts
Watch On YouTube Do you see financial security as a one-time event or an ongoing, dynamic process? Your answer is key to finding the right financial professional. This short introduces the concept of a "Living Constitution", a financial strategy that is both durable and dynamic. A long-term advisory
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Watch On YouTube How can you tell if a financial professional is a product vendor or a life-plan steward? It all comes down to their process and long-term service model. This short gives you three constitutional questions to ask in your very first meeting to reveal an advisor's