The best professionals rarely get credit for their best work, it often happens out of customer eyeshot. A contractor who plans around and knows how to avoid structural problems before they cause lasting damage won’t be rewarded outright, but will eventually by...
Most families and business owners are leaving money on the table — not from bad decisions, but from bad misconceptions about the nature of wealth management. This week, presenter Matt Bowden of Two Bird Wealth Strategies walked Border 2 Border members through some...
It’s easy to think of investing as what you own. But just as important—and far less understood—is where those investments live and how they’re taxed over time. This week, Matt Bowden of Two Bird Wealth Strategies brought that idea to life with a fast-paced,...
Financial planning isn’t about picking stocks. It’s about creating and executing a plan that protects our loved ones and enables us to pursue our life’s dreams. This week, Matt Bowden, Senior Wealth Strategist with Two Bird Wealth Strategies, walked us through what a...
It’s commonly said that “failing to plan is planning to fail,” and while we can’t ‘fail’ on our taxes, without intelligent planning, we will certainly fail to achieve the outcomes that we want. Our presenter today, Matt Bowden of RFC Financial Planners, can help with...
