Kurt Tyree, MBA

06/20/2024

I ask better questions to get to the better answers which then brings you closer to—you guessed it—a better way to money. Because when it comes to your financial future, I'm not playing games. Reach out now and let’s have a better conversation. http://spr.ly/61845KxYI

06/19/2024

Your personal future depends on your financial future. And now’s the time to start planning. Historic tax changes are right around the corner. Reach out soon and let’s make sure you’re prepared.

06/10/2024

81% of clients with a comprehensive plan said they feel optimistic after partnering with someone like me on planning their financial future. How’s that? Well, I ask better questions to have better conversations which then leads to a better way to money.

Source: Assessing the Value of a Holistic Advisor, Dr. Hal Hershfield, 2023

06/07/2024

Taxes are set to rise substantially in 2026 for owners of LLCs, partnerships, sole proprietorships and S-Corps. But there’s still time to take advantage of today’s lower tax rates. Reach out today and let’s work together to get prepared.

06/05/2024

When we’re better, you’re better. Our holistic financial planning approach is designed to deliver superior outcomes, so you feel good about your money and your life. Reach out to find out more about a better way to money. http://spr.ly/6184e0oX8

05/28/2024

Rare, medium, medium-rare…on International Hamburger Day, there are so many ways to prepare a burger. And none of them would be wrong. After all, it’s all about personal taste.

Creating a good financial plan with you is like that, as well–the plan I work on with you will be based on personal preferences. But possibly unlike your burger order–and I’m not judging!--all of my financial planning will be well done.

05/24/2024

SLATs can be an important estate planning tool for couples in certain situations. And with the lifetime estate tax exemption set to roughly halve at the end of 2025, now is an opportune moment to begin planning. I can help you get started.

A Spousal Lifetime Access Trust can be an important estate planning tool for certain high net worth individuals. Here’s what to know.

05/22/2024

Right now, you may be thinking that a good financial plan is almost as far-fetched as unicorns and dragons. But I’m committed to working with you on creating one, without involving any ancient wizardry. Take our financial planning tour to start your journey today, and then reach out so I get you that much closer to living happily ever after. http://spr.ly/6189dzpbX

05/16/2024

Your favorite team. How much you love your pet. The marathon you just ran. There’s so much to share with the world when it comes to your car’s bumper. But I can't help thinking that having a financial plan is also worth being proud of, whether you’re doing it for yourself, a baby on board, or a student driver. Whatever the motivation, reach out to me today and find out why having a good plan is bumper-brag-worthy.

05/10/2024

Let’s make sure you’re one of the few who’ll be prepared. With many of the provisions of the Tax Cuts and Jobs Act projected to sunset in 2025, now’s the time to get ready. Reach out soon and let’s make the most of this historic opportunity.

05/08/2024

Even though graduation may seem far away, it’s never too early to start preparing to pay for college. Let’s get together to work out a plan that works for your wallet and their future.

*Planning and Progress Study, 2024.