Tuttle Ventures

09/05/2024

When making withdrawals from your investments, don’t be fooled by average returns!

Here two accounts have the same average return but end up with wildly different outcomes.

The difference is the early year returns, one account has positive beginning years while the second experiences a downturn early. Withdrawing from a portfolio after a bad market year depletes the portfolio more quickly, having less for future growth.

08/22/2024

Deciding whether to rent or buy a home is one of the most significant financial choices many people face. In the United States, around 65% of households owned their homes in 2023, according to the U.S. Census Bureau. While homeownership can be a pathway to building equity and stability, it isn't the right choice for everyone. Factors like financial readiness, employment stability, and lifestyle preferences play a crucial role in determining whether buying a home makes sense for you....

Deciding whether to rent or buy a home is one of the most significant financial choices many people face. In the United States, around 65% of households owned their homes in 2023, according to the …

08/09/2024

03/15/2024

As a business owner, navigating financial planning can be a complex and time-consuming task. However, with the right tools and resources, it becomes not only manageable but also a strategic advantage. In this blog post, we will delve into our experience with RightCapital's financial planning software and how it has revolutionized our approach to financial management. Challenges Faced: Before integrating RightCapital into our operations, we faced significant challenges in organizing and analyzing financial data efficiently....

As a business owner, navigating financial planning can be a complex and time-consuming task. However, with the right tools and resources, it becomes not only manageable but also a strategic advanta…

11/17/2023

I'm not a tax guy, but I do know how to save money. As a financial advisor, I naturally get questions about taxes. Here is a list of tax resources that I believe are *better than Googling* IRS Tax Audit Technique Guides IRS Tax Audit Technique Guides- If you want to get the best info, go straight to the source: the IRS website....

I’m not a tax guy, but I do know how to save money. As a financial advisor, I naturally get questions about taxes. Here is a list of tax resources that I believe are *better than Googling* IR…

11/16/2023

Quote of the Day!

10/30/2023

American couples are some of the most financially smart and resilient in the world. While every couple has its unique makeup, who you choose to save, invest, and plan for the future with is important. Researchers have shown that if couples manage their money in sound ways, their marriages can benefit too. A new survey finds that 64% of couples admit…...

09/26/2023

It’s a relay not a sprint.
Get every dollar with a purpose working for you.
A three decade retirement requires a coordinated plan.