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Marketing Archives - Your Retirement. Your Dreams. Your Life. Kort McCulley is Changing Your Future for the Better.

Tax Cut: It’s Not All Bad!

By | Advice, Dining, Dreams, Education, Finance, Food for thought, Investing, Life, Mindset, Money, Motivation, Planning, Retirement, Strategy, Technology | No Comments

When the new tax law was first revealed, many were quick to bash any negative aspects of it that they could find. To start this week off,  I wanted to give you a little more information on the tax law so you can better understand the benefits it provides and what exactly has changed.

The new tax bill is a massive document; being over 1,000 pages,  I don’t expect you to read it all, though I do want to make this clear: it’s not all bad! In fact, one of the changes is that most tax brackets went down! To see more of the new changes, check out the ROI Tax Cuts and Jobs Act and take a closer look at the following:

  • New tax brackets, pages 4-6
  • Updates on 529 plans and retirement, page 10
  • Estate Tax Exclusion, page 11

Regardless of your political views, this tax bill is for us all! If you have any questions or are in need of further assistance, please don’t hesitate to reach out to us here or give a call to the ROI Business Services at 630-855-5787.

You NEED a Financial Plan!

By | Advice, Dreams, Education, Finance, Food for thought, Investing, Life, Mindset, Money, Motivation, Planning, Retirement, Strategy, Technology | No Comments

With this weeks topic being the importance of financial plans, I wanted to share with you this study that was done in June of 2016. The Vanguard Alpha Study discusses what is helping investors and why it is crucial to have a financial plan.

Every day, I see people making quick and irrational decisions regarding their investing and financial future. I really wanted to make it a point that there is a huge benefit to having an official financial plan. There are so many more opportunities available to those who have a financial plan in place and it would be silly to not take advantage of those opportunities.

As always, please reach out to me with any questions you may have. I am more than happy to help you build a financial plan that revolves around your values, goals, and smart decision making.

Penrose Brewing / Eric Hobbs

By | Dreams, Motivation | No Comments

My best days are spent working with clients and helping them make progress on their big dreams. Period. Put those things together and I’m at my absolute nirvana! Well…the other day I got to spend time with one of the most driven entrepreneurs and got to spend some time with him talking about his progress. Lets just say it hasn’t been a straight line for Eric Hobbs, Tom Korder, and the rest of the team at Penrose Brewing but they are charging forward. Every time I check in with these guys something new is on the horizon and they continue to raise the bar by creating a unique experience for those enjoying the newest offering. Take a minute and familiarize yourself with the history of Penrose. Even better is swing by the Tap Room sometime to take in the full experience. A conversation with Tom and Eric will have you overflowing with passion for great beer and maybe pursuing a big dream. Cheers!

Maxing Out

By | Finance, Planning, Retirement, Strategy | No Comments

Most of the time when we talk about this subject it revolves around Portillo’s and taking down an Italian beef, cheese fries and a chocolate cake shake (I’m sure many of you can relate). But today this is actually about maximizing the IRS contribution limits and the long term impact they can have towards your planning future.

Many of my clients are following this planning structure but many of you have not seen the long term impact of the path toward ‘maxing out’.

DreamNumber Tour

By | Dreams, Education, Finance, Mindset, Motivation, Planning, Retirement, Strategy, Technology | No Comments

So…I’m a follower of Peter Diamandis and pay attention to the projects he’s constantly working on including Singularity University that he co-founded years ago. Their mission is to educate, inspire and empower leaders to apply exponential technologies to address humanity’s grand challenges. Remember my blog on the 95% retirement failure rate that American’s face today? Well…I created DreamNumber to address that grand challenge facing humanity today. Clearly at 95% failure there’s room for technology to make an improvement and show you exactly ‘How Much’, Save It, and Make Progress! I had to make this video to apply for their program in the Spring of 2016 because I want to get the ‘How Much’ information out in front of the entire population. We face BIG challenges ahead without this information. In this video I take you through my big vision and where my greatest passion lies with my work on DreamNumber! At least for today because I will be making progress with it tomorrow.