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Our blog covers many topics, from efficient market hypothesis to advanced tax planning for ultra-high-net-worth families and individuals.

Friday, September 15, 2023

Estate planning is a crucial aspect of financial management for individuals with substantial wealth. Ultra-high net worth individuals face unique challenges and considerations when it comes to estate planning. As an ultra high...

Monday, August 21, 2023

Understanding estate planning for high net worth families is a crucial process that individuals with high net worth need to undertake to ensure the smooth transfer of their assets to their loved ones. It involves...

Tuesday, August 1, 2023

Introduction to DST 1031 Exchange If you understand the basics of Delaware Statutory Trusts, you know they can be a powerful vehicle to pool real estate assets with other high-net-worth investors. Likewise, if you know what a 1031...

Tuesday, July 25, 2023

For real estate investors, one of the most powerful tools available is the 1031 exchange. This tax-deferral strategy allows you to sell one investment property and reinvest the proceeds in another property, while deferring the payment...

Wednesday, July 19, 2023

Real estate investment has always been a popular method of investing, offering a stable source of passive income and long-term appreciation. However, traditional real estate investments are often costly and require a considerable...

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Friday, May 12, 2023

As a high-net-worth individual, managing your taxes can be complex and challenging. However, with the right strategies, you can minimize your tax liability and maximize your wealth. Introduction to high-net-worth tax...

Tuesday, March 28, 2023

Particularly for high-net-worth (HNW) and ultra-high-net-worth (UHNW) individuals, when you begin to evaluate and understand the scope of your earning power, you will take a giant step toward that next million. 

Tuesday, March 28, 2023

Timing the market with a selling strategy could be beneficial during an election year. Emotions and markets can be volatile during election years --one could probably argue it’s a good time to close up shop and return later.

Tuesday, January 10, 2023

A review of Bradley J. Franc's The Succession Solution: The Strategic Guide to Business Transition. 

Thursday, January 5, 2023

Personal Financial Planning for Executives and Entrepreneurs: The Path to Financial Peace of Mind 1st ed. 2018 Editionby Michael J. Nathanson (Author), Jeffrey T. Craig (Author), Jennifer A....

Thursday, September 8, 2022

You are who you are because of what has went into your mind. If you would like to learn more about Socially Responsible Investing (SRI), this book may be a great place to start. I researched SRI books for quite a while before ordering...

Tuesday, July 26, 2022

We have teamed up with Y-Charts to bring you an Economic Update Market Summary for Q2 2022. We hope you gain some insight from our presentation and that it Inspire’s you in some way...

Friday, May 13, 2022

We have teamed up with Y-Charts to bring you an Economic Update Market Summary for Q1 2022. We hope you gain some insight from our presentation and that it Inspire’s you in some way to become a better, more informed investor.

Saturday, May 7, 2022

Tuesday, April 27, 2021

Avoiding the Social Security Tax TrapApril, 2021Retirees face multiple income traps, and many retired taxpayers will see a portion of their Social Security income make its way onto the taxable income line of their 1040s.Those who...

Friday, January 29, 2021

January 29, 2021. Dear Valued Client, 2020 is behind us. Enclosed you will find your performance reports for the last year. How did you do? Chances are you did very well this past year. This letter is going out to all of our clients,...

Tuesday, January 26, 2021

Retirement Options for the Self-EmployedJanuary, 2021 This past year highlighted small businesses more than any other. The impact from a struggling economy has not gone unnoticed and the support from local shoppers has made the...

Monday, November 23, 2020

The amount of income you will need, as well as when and where to withdraw it, can be one of the hardest tasks in financial planning.

Thursday, October 15, 2020

Invest During an Election Year: Vote for Your PortfolioOctober, 2020 By: Jeff Headrick, Financial Advisor Learning how to invest during an election year is a worth while pursuit. However, always bare in mind that investing is a long...

Monday, September 21, 2020

September, 2020. By Jeff Headrick, Financial Advisor Are tech stocks a good value?Are tech stocks a good value? Will tech stocks do a nosedive like they did 20 years ago after the recent big run up? If I were to invest in tech stocks...

Tuesday, August 18, 2020

August, 2020. By Jeff Headrick, Financial Planner Investment Performance What did the investment performance look like in your portfolio last year? Most people don’t know the answer to this question. And since that takes a little...

Wednesday, July 22, 2020

July, 2020.By Jeff Headrick, Financial Planner The efficient market hypothesis is a hypothesis that states that stock markets share prices genuinely reflect the reality of their worth. The assumption with efficient market hypothesis is...

Friday, July 3, 2020

June, 2020. By Jeff Headrick, Financial Planner "Preparation is key. It’s a lot easier to stand strong during adversity if you’ve done your homework beforehand." Stand Strong Whether I’m running the South End of...

Sunday, May 3, 2020

May, 2020. By Jeff Headrick, Financial Planner “Over the last few weeks, I have given some thought about what it means to be a leader. Not just a leader in business, politics, or the championship team, but about what it means to...

Monday, April 6, 2020

First and foremost, our thoughts and prayers go out to everyone during this historic time. That being said, as personal financial advisors, my team must still be vigilant for mitigating financial loss as well as seeking new and present...

Monday, March 9, 2020

When the AIDS epidemic broke out in June 1981, the 12 month change on the S&P 500 was -16.5%. When the pneumonic plague broke out in September 1994, the 12 month change on the S&P 500 was +26.3%. During the SARS epidemic which broke...

Tuesday, February 11, 2020

February 2020 "But divide your investments among many places, for you do not know what risks might lie ahead." - Ecclesiastes 11:2 NLT It appears from the verse above, that the idea of diversification is not necessarily a new one....

Thursday, December 5, 2019

December 2019 As a financial advisor, it may be a misnomer to write about the frailty of life. After all, if I am in the business of making people money on their money by making solid financial recommendations, why would I waste time...

Thursday, October 17, 2019

I have a son that just turned eleven. He is a ruffian and loves tackle football. During the first few years he played he was about average size. But this year he weighs much less than many of his...

Wednesday, September 11, 2019

September 2019 Dave Ramsey's Twelve Percent Investment I have heard many debates over the years about Dave Ramsey and the twelve percent investment. While most of these discussions were among my professional colleagues, many were among...

Monday, August 12, 2019

August 2019 Stock Market in General To put it mildly, most asset classes have been on a tear for the first half of the year. When I look across the array of Vanguard equity ETFs in our portfolios, the worst performer is FTSE AW ex-US...

Friday, July 19, 2019

Do you ever wish you knew how to stay inspired? At Inspire Financial Planning, we're concerned about keeping you inspired for investing. But we are also concerned about keeping you inspired for life. Every morning I get up at...

Wednesday, June 26, 2019

Are lifecycle funds a good investment? How do they work? When should I use lifecycle funds in my portfolio? In this month's post, I will share with you some thoughts that will shed some light on these seemingly simple, but...

Tuesday, May 14, 2019

Are you ready for a portfolio stress test? Do you need to have one? These are great questions. As with just about everything in the world of investments, this is yet another topic that can be incredibly...

Monday, April 8, 2019

Millennials Really Do Have Their Act Together Having met with hundreds of families and having had thousands of conversations with people about money, I have learned some things. I have learned to listen. I have learned to read an...

Friday, March 8, 2019

I often get calls from Dave Ramsey listeners looking for that perfect mutual fund. They want a fund with experienced management, lower expense ratios, and insanely high returns. And while these types of funds do exist, they...

Friday, January 25, 2019

Do you remember where you were when the Twin Towers fell? Just about everybody in the world can tell you precisely what they were doing at the time this catastrophic event happened. If I ask you what you were doing in the...

Thursday, January 3, 2019

January 2019 In this week’s blog I’m going to discuss four principles of the successful investor. They are as follows: #1. The Principle of Learning #2. The Principle of Pleasure #3. The Principle of Decision #4. The...

Friday, December 21, 2018

With Christmas season upon us I find myself in a state of thankfulness. Thankful for my God, thank you for my family, and thankful to my clients. I am also reaching the phase in my career where I have been around long...

Monday, December 3, 2018

Whether you are a CPA, CFA, or a valued member of the PTA, here are some 2019 tax tips everyone should know. Similar to last week's post regarding personal finance and bean counting, this week's post is also a topic that...

Tuesday, November 20, 2018

Over the last 20 years my wife and I have enjoyed spending time together watching movies. Recently, we have come upon a new series that showcases the infamous Holy Grail. As legend has it, the Holy Grail is the cup Christ...

Monday, October 22, 2018

Your 401k may run more smoothly with efficient asset allocation. And the closer you are to retirement, the more this may matter. If you are nearing retirement you know more than most people how much balance life requires....

Monday, October 8, 2018

If you are considering long-term care insurance, don't just focus on the cost. This blog is written to inspire you to look further than the price tag when determining your best path. Don't Believe Everything You Read My...

Thursday, September 20, 2018

Surviving Hurricane Florence

Tuesday, September 18, 2018

August 2018 Ever thought about working with a financial planner? How much do financial planners cost and are they worth it? This week's post will answer these questions and several more, like: How do you know if you need a financial...

Tuesday, August 21, 2018

August 2018

Tuesday, August 7, 2018

Written in 2018 this post explores the inevitability in stock market fluctuation. As we saw in 2020 and again in 2022 markets do turn south and it pays to be prepared.

Friday, July 27, 2018

It is the middle of Summer. The days are long, the weather is hot, and if your business is like most, things are probably a little slow around the office. Sound about right? As the owner of an independent financial planning firm, I...

Tuesday, July 10, 2018

In a February article I read in Reuters (Buffett Says 'Terrible Mistake' for Long-Term Investors to be in Bonds), Warren Buffett is quoted as saying that it is a “terrible mistake” for long-term investors to be in bonds. It...

Monday, July 2, 2018

You cannot begin a true financial plan without a deep assessment of your current employee benefits. But how fun is that? I mean, who really wants to spend several hours combing through...

Thursday, June 21, 2018

I have been in business now for almost 20 years. If there is one thing I have learned, it is that everyone needs a budget. I think that a lot of us are under the assumption that only people that are struggling financially need to do a...