James Alexander - Wealth Advisor

12/13/2023

Let’s be honest - we have a lot coming at us each day. In our financial lives, we hear about the wild stock market, crazy inflation, recession coming, etc. But these are all factors OUTSIDE our control. The most peaceful people are the ones who only focus on their own game. More below…

When it comes to investing, focus on your own game, your own goals. Don't get distracted by the financial noise coming at you. You'll stress less when you have a clear direction and stick with it. https://www.yourretirementaccelerator.com/blog/video-lessons-about-money-stay-true-to-your-goals

12/09/2023

The more specific we are with what we want, the easier it is too stay laser focused on it. Here’s a quick video where Ed and I discuss why just saying “I want retire at 65” doesn’t quite cut it for a stress free retirement.

What's your goal when it comes to retirement? It should be more than just a number or a date. Get specific about what you want in terms of lifestyle and develop a clear plan. This will help alleviate the anxiety you may have about retirement. https://www.yourretirementaccelerator.com/blog/video-lessons-about-money-get-more-specific-about-your-goals

10/26/2023

Tune in our live event below where Ed Meek and I share our tax secret for business owners and independent contractors. Instead of getting a tax bill due, imagine receiving money back from the IRS each year! Details below.

Learn how a Defined Benefit Plan can help you minimize taxes and fast track your retirement savings.

10/25/2023

When setting retirement goals: don’t fixate on a number, but what brings you fulfillment and peace of mind.

09/21/2023

We’ve all heard that delaying gratification has a lot of benefits financially. But what does it really mean? Do we really have to sacrifice a lot to plan our future? In my latest blog post, I discuss what I’ve learned from working with clients that have been able to balance enjoying today while planning for tomorrow.

09/01/2023

Take control of your financial planning game and feel in control of your future. The key is to focus on your game, your financial goals.

08/24/2023

With a Defined Benefit Plan, you have the power to make investment decisions. You have control over your investments while making informed choices.

08/16/2023

With a Defined Benefit Plan, you have the power to take control of your taxes. The flexibility of a Defined Benefit Plan allows you to take advantage of higher contribution amounts when your financial situation allows.

08/02/2023

Please stop putting a hard financial number on your retirement goal. It’s a dangerous game to play and the wrong question to ask yourself. I’ve seen too many people make this mistake…here’s my latest blog post on why it’s a big issue.

An important principle as you plan for retirement - Don't fixate on a number. Focus on what brings you fulfillment and peace of mind. Once you identify these intangibles, the number is irrelevant. https://www.yourretirementaccelerator.com/blog/blog-the-moving-goalposts-of-retirement

07/27/2023

If you have kids, chances are you’ve thought about equipping them to make intelligent financial decisions. Here’s my latest on how you can empower your children, from early childhood to adulthood.

Every child deserves the opportunity to understand money management principles. Equipping our kids with essential knowledge from an early age helps set them on a path towards financial independence. Learn more. https://www.yourretirementaccelerator.com/blog/blog-financial-literacy-for-children-at-all-stages-of-development

06/07/2023

In a recent podcast, Ed and James sat down to discuss the Defined Benefit plan. What is it? Who qualifies? And what can a Defined Benefit Plan mean for your retirement? If you are a high-income earner tired of paying massive amounts in taxes, you'll want to tune in. https://www.yourretirementaccelerator.com/blog/podcast-the-defined-benefit-plan-part-1-what-is-it