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The 93% Trap: How Small Business Owners Can Stop Overpaying Taxes

Did you know the U.S. tax code is over 75,000 pages long? The core Internal Revenue Code alone runs more than 4 million words — plus thousands of pages of rulings and updates layered on top. Here’s the problem: most CPAs and tax preparers are trained to be tactical, not strategic. They look backward, recording… View Article

Retirement Myths Explored

Navigating Financial Uncertainty: Debunking Myths and Empowering Your Retirement Journey Retirement can feel like navigating a vast ocean, especially when faced with the daunting task of securing financial independence amid pervasive retirement savings myths. Many individuals are left adrift, believing misconceptions about retirement that can cloud judgment and stall progress. As your trusted advisor, I… View Article

Beyond the 529 — Smarter Gifts for the Next Generation

Are you a retiree or grandparent wondering how to help your grandchildren without forcing them down a traditional college path? Many families rely on 529 plans — but higher education is changing fast. Since 2012, U.S. college enrollment has dropped by 3 million students (National Student Clearinghouse). Only 46% of parents believe a four-year degree… View Article

New Resource Available for Saint Louis County and Saint Charles County Area Seniors in Missouri Seeking Financial Service Expertise

PRESS RELEASE For Immediate Release – June 25, 2025 Please Contact: Drew Stevens 636-537- 7851 www.wisdomtowealth.com The need for educated professionals able to cater to the unique health, social and financial needs of seniors grows as the Baby Boomers reach retirement age, and improvements in healthcare allow people to live longer. Certified Senior Advisors have… View Article

Blog Post – Retirement Opportunities

Blog Post – Retirement Opportunities Retirement is no longer a passive phase of life; it’s a dynamic period brimming with potential and opportunity. For many retired couples, the journey toward financial security can feel like navigating through uncharted waters. However, with the right guidance and strategy, it’s possible to transform financial uncertainty into lifelong security…. View Article

Retirement Inquiry Guide

Retirement Security Insights

Closing the Retirement Gap: Strategies for a Secure and Comfortable Future Retirement is a journey, not a destination, and navigating its complex landscape requires more than just a map; it demands a seasoned guide. Despite the vast resources tied up in U.S. retirement assets, the path to a secure and comfortable retirement remains uneven, with… View Article

Pre Retirement Guide

Retirement Security Insights

Retirement Planning Made Easy: Bridging the Gap to Financial Security Retirement planning often feels like navigating a maze, especially when financial security seems so elusive for many. Despite the U.S. amassing a staggering $40 trillion in retirement assets, the reality of retirement disparity looms large, with significant gaps in savings and access to employer-sponsored plans…. View Article

Retirement Reinvention

Embracing the Excitement of Retirement: A New Era of Opportunity The notion of retirement has undergone a dramatic transformation. Far from being the end of a productive life, it now signifies an exhilarating new beginning. Retirement today offers an unprecedented opportunity for individuals to embark on new ventures, fueled by a lifetime of experiences and… View Article