Whale Shark Financial

02/18/2022

If you wonder why tax filing is such a pain, here is a quick read that is clear & concise. Stay informed on this important topic!

"The U.S. system is 10 times more expensive than tax systems in 36 other countries with robust economies." And there is no surprise on who this disproportionately negatively affects...

A tax expert explains why the US continues to use such a complex and costly income tax system.

02/15/2022

Looking forward to an amazing retirement? Obstacles like inflation AND low interest rates AND economic uncertainty make it harder than ever to have confidence in retirement strategies. Get ready for financial contentment in your retirement by reading this FREE retirement guide.

I know many people approaching retirement are feeling overwhelmed…

02/08/2022

Close to retiring (or recently retired)? Inflation, low interest rates, and economic uncertainty present Retirement uncertainty is high. Decisions like when and how to retire, when to claim Social Security, and how you plan to create a work-free life will define your retirement. This FREE checklist we are offering highlights the 3 pillars of successful retirements. Read it for free now!

If you're hoping to retire within the next 5 years…

02/01/2022

Help find confidence in your plans for a work-free life with this FREE checklist. Want to talk specifics? I save a few appointments each week for last-minute, complimentary 1-on-1 appointments. Call (734) 772-1761 and learn how to take control of your retirement.

Get My FREE 3-Pillar Retirement Checklist!

01/26/2022

Do yourself a favor, peruse this gem from Low Tech Magazine and find out how "such a humble object can provide so much comfort."

Then do yourself a favor and go get one!

Imagine a personal heating system that works indoors as well as outdoors, can be taken anywhere, requires little energy, and is independent of any infrastructure. It exists – and is hundreds of years old. The hot water bottle could save a great deal of energy and money without sacrificing thermal ...

01/26/2022

One of our favorite companies was featured in this article! After having already achieved carbon neutrality, they are pioneering carbon negative manufacturing.

Science can now pull carbon out of the air. For that to make a difference, though, businesses need to find profitable places to put it.

01/25/2022

Recent retiree or within five years of retirement? These are the times where planning can be the most beneficial! Check out this great little free checklist we are offering. If you’re not sure you have everything in order, this is a great place to start building financial contentment for your post-work life!

[FREE] A Simple Checklist to Kick-Start a Work-Free Life!

01/17/2022

"We must honestly admit that capitalism has often left a gulf between superfluous wealth and abject poverty, has created conditions permitting necessities to be taken from the many to give luxuries to the few, and has encouraged small-hearted men to become cold and conscienceless so that, like Dives before Lazarus, they are unmoved by suffering, poverty-stricken humanity. The profit motive, when it is the sole basis of an economic system, encourages cutthroat competition and selfish ambition that inspire men to be more I-centered than thou-centered."
-Dr. Martin Luter King Jr.
From his 1967 book Where do We Go From Here, pp. 199

01/06/2022

When fully operational, Hornsea 2’s 165 8 MW Siemens Gamesa wind turbines will be capable of generating 1.32 GW of clean electricity – taking the title of ‘world’s largest operating offshore wind farm’ from its sibling project Hornsea 1. Together, the two projects will be capable of provid...

01/06/2022

A new year deserves some optimism. And given the last couple of years we’ve had, I’m choosing to look at the year ahead with a lot of hope. In 2022, I’m excited to be active and get outside, and especially cross country skiing at Sleeping Bear Dunes National Lakeshore next month!
Tell me something you’re looking forward to in the coming year.