Financial planning can seem daunting. Especially if you don’t know where to start. You might ask yourself: What factors do I need to consider to plan for my financial future? How liquid are my assets? How do I know whether I have enough money allocated to short-term and long-term goals? These are important questions that can be answered by creating…
By J.P. Dahdah, Founder & CEO of Vantage January is an inspirational time of the year. People feel motivated to start over with a clean slate. New financial goals. New habits. New mindset. But how much of that carries into February? March? Beyond? Now is the time to prioritize your goals for 2022. The answer depends. Did you say your…
By J.P. Dahdah, Founder & CEO of Vantage The end of the year is busy. Often filled with shopping and preparing for the holidays. But amidst the noise, I like to take time for reflection on the events and experiences that made a permanent mark on my path. Reflecting Intentionally One of our core values at Vantage is “Thirst for…
By J.P. Dahdah, Founder & CEO of Vantage As part of the $3.5 trillion reconciliation package, the U.S. Congress is currently considering a spending bill that covers a multitude of issues. Last week, the details of the proposed legislation were made public. The language found within the tax section on the proposed changes laws governing individual retirement accounts (IRAs) is…
By J.P. Dahdah, Founder & CEO of Vantage Hard to believe it, but another summer’s come and passed. Millions of households across the country are either getting their children ready to go back to school or are already waking them up to catch the bus. Supplies, clothes, and schedules are all part of the discussion. And children are being encouraged…
Are You Familiar with an IRA LLC? If you’re in the business of managing your retirement plan, then you may also want to be in the business of an IRA LLC. An IRA LLC, or a Checkbook Control IRA, is when a Self-Directed IRA owner forms a Limited Liability Company (LLC) listing the IRA as the 100% Member of the…