James Rutter

Your personal

Wealth strategist

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Meet James

James has spent over a decade helping friends eliminate debt, create additional sources of income to increase their cash flow, and both grow and protect their wealth to leave a legacy to their loved ones.

James initially began helping others in his spare time as a hobby while he was practicing law as an Assistant Attorney General. Once he decided to leave the practice of law, educating others on how to create and grow wealth became a life-long mission of his.

After eliminating hundreds of thousands of personal student loan and credit card debt, James has shared his story and methods in stadiums to crowds of over 20,000 people.

It doesn’t matter to James whether he’s helping people across a table, over a zoom, or on stages….

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WHAT CLIENTS ARE SAYING

CHECKOUT THE LATEST BLOG POSTS

Taxable vs. Tax-Free Buckets

Most people don’t realize this, but there are both 𝗧𝗔𝗫𝗔𝗕𝗟𝗘 and 𝗧𝗔𝗫-𝗙𝗥𝗘𝗘 buckets you can use to grow your wealth. Nearly everyone is familiar with the “taxable bucket.” If an investment is in a “taxable bucket” then that means that any earnings on that investment will be taxable. Most people use these in the form of a tax-deferred IRA or 401(k). In those examples both the contributions and the earnings are taxable upon withdrawal at whatever the tax rate is

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How Many Times Do You Lose When The Market Drops?

How many times do you lose in a down year when you have “managed funds” where you pay management fees. 🤔 In a down year your investment portfolio/retirement account loses money. So you lose once just from the market dropping. Your financial guy still charges you the same fees when you’re losing money as when you’re gaining it. So even though they lost you money in a down year they’re charging you “management fees” plus any other account fees associated

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Is A 529 Plan The Best Way to Save For College?

AN ALTERNATIVE WAY TO SAVE FOR COLLEGE: Many years ago when my wife and I were looking to setup some college funding accounts for our children, we went to our CFP and were given a couple options. One of those options was some sort of a 529 plan and the other was a custodial account where our child would get full control of the money at 18 and there was nothing we could do about it. YIKES! Let’s look at

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