Why?

If you have ever tried to lose weight or do something that is going to be hard to do, the number one thing you can do to increase your odds of achieving your goal is to define your Why. Why do you do what you do? If you can answer that, then when times get […]

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Family conversation

Many advisors say they do Estate/Legacy planning for families, but here at Uncommon Wealth Partners we do Estate/Legacy planning a little differently. It seems like when we talk to someone about their legacy or wealth transfer to the next generation, they want to figure out the best way to leave only their money. There is […]

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Dave Ramsey

Earlier in my career, I would challenge people who loved Dave Ramsey. I thought, “He has some good stuff but some of the things he says can be misleading and just downright wrong”. About 2 years ago, I had a change of heart. I discovered that the main principle of what he teaches, which is […]

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The missing piece to your retirement… and here is why!

As tens of thousands of baby boomers move into their sixties on a daily basis, they meet with their financial advisors, most of whom are employees and as such, these boomers will go without the full scope of retirement planning services. What do I mean by that? The IRS tax code is built for business […]

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HECM: The heck with my mortgage payment

Are you wanting to retire, but nervous about your mortgage payment? Better yet, tired of living in that huge house, but not sure if you should downsize or right size into a home that is more suited for aging? Always wanted a new house, but still have a mortgage payment? HECM is the most important […]

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Three Ways to Reduce your Provisional Income

There are really only three ways to reduce your provisional income.  We learned in our last article that provisional income is a measure used by the IRS to determine whether or not recipients of Social Security are required to pay taxes on their benefits. Provisional income is calculated by adding up a recipient’s gross income, […]

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Two words regarding Social Security – Provisional Income

There are lots of advisors out there holding luncheons, steak dinners and seminars trying to scare seniors into giving them their numbers, so they can provide them with a “Social Security report” or “filing strategy.” This is a marketing ploy to get more clients. You are tantalized with the thought of missing out on hundreds […]

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What will you leave behind?

Talking about your legacy can be a daunting task, but having a plan about what is going to happen with all of your things can be the biggest gift to your family. I’m sure you know people who don’t talk to their siblings today because of something that happened when their parents passed away. It […]

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