Dec 15, 2017
As you know, tax reform is being hotly debated in Congress right now. Both the House and Senate have passed versions of a tax bill and efforts to reconcile them are underway. There are provisions that have a dramatic effect on professional athletes and require...
Dec 12, 2017
The most common financial mistake we see players make is not taking advantage of all the tax savings strategies available to them. This results in you paying more taxes than necessary and missing out on years of future growth on the tax savings amount. As you know,...
Sep 1, 2017
WHAT IS THE VANGUARD 401(K) INVESTMENT PLAN? The Investment Plan, also known as a 401(k), allows you to: Accumulate a significant amount of cash you can use to help provide financial security during retirement. Get an immediate tax break, because contributions come...
Sep 1, 2017
Insurance Programs to Protect Future Earnings Do amateur athletes have disability insurance options to protect their potential future earnings as a professional athlete? What if the player suffers an injury/illness that is not career ending but significantly...
Feb 3, 2017
Download Article PDF We were all saddened to hear of the recent passing of Yordano Ventura. While the baseball community mourns the loss of another young superstar we cannot help but think about his family. As wealth managers responsible for the management of a...
Oct 28, 2016
The two fatal mistakes athletes make are hiring the wrong advisors and trusting them far too much. Earlier this week 60 Minutes aired “Thrown for a Loss” which shared the sad story of how several of the NFL’s biggest stars lost a total of $43 million in a risky...
