9i Capital Group LLC

Protect Your Family. Without Breaking the Bank.

If you’ve been meaning to get a basic will or trust in place but don’t know where to start, we can help.

Protecting your family and helping them avoid the headaches of probate shouldn’t cost you a mortgage payment.

Estate planning doesn’t have to be complicated or expensive.

Ready to get started? Click the Messenger button below and send us a message. We’ll help you understand your options and what the next steps look like.

Send us a message today.

Tomorrow at 11:00 AM CT

Our final webinar in the financial planning series premieres tomorrow.

We'll cover:

• Wills vs. Trusts
• Probate
• Beneficiaries
• Tax-efficient wealth transfer
• The step-up in basis
• Inherited IRA planning

I hope you'll join me.

Inherited IRA Rules Have Changed

The SECURE Act changed how many inherited retirement accounts must be distributed.

Understanding these rules can make a significant difference in the taxes your beneficiaries may ultimately pay.

We'll break it down in our upcoming webinar.

Events | Kevin Thompson CFP®, RICP®, EA Estate planning is about far more than transferring assets after death—it's about protecting yourself, your family, and the legacy you've worked a lifetime to build. This campaign promotes the final installment of our financial planning webinar series, covering the essential components of a compre...

Probate Myth

Probate isn't automatically bad.

The process depends on your state's laws, how your assets are titled, and whether you've planned ahead.

We'll explain what probate is, which assets may avoid it, and why proper planning matters.

RSVP: https://www.9icapitalgroup.com/events

Wills vs. Trusts

One of the biggest misconceptions I hear is that a trust replaces a will.

In many situations, a comprehensive estate plan includes both.

Understanding how they work together can save your family time, stress, and unnecessary expense.

RSVP: https://www.9icapitalgroup.com/events

Did you know?

For many retirement accounts and life insurance policies, your beneficiary designation—not your will—generally determines who receives the asset.

One outdated form can completely change your estate plan.

We'll discuss this and much more in my upcoming webinar.

RSVP: https://www.9icapitalgroup.com/events

🎙️ New 9innings Podcast!
If inflation is “under control,” why does everything still feel so expensive?
Dr. John T. Harvey joins me to unpack what the inflation numbers really mean and why your grocery bill may tell a different story.
Watch now!

Ep 171: 🚨 Inflation Is Falling... So Why Is Everything So Damn Expensive? | ft. Dr. John Harvey Welcome to the 9Innings Podcast where we Educate, Empower and Engag...

Tomorrow is the day.

In just aone day, we'll kick off Episode 1 of the Tax Playbook Series:

📊 The Tax Return Is The Scoreboard

This is your final opportunity to register and join us live.

During the session, we'll discuss:

• Tax Planning vs. Tax Preparation

• Why refunds are often misunderstood

• How tax brackets actually work

• Common mistakes retirees and business owners make

• What your tax return may be telling you about your financial future

Most people spend more time looking at their refund than understanding the rest of their return.

Today, we're changing that.

If you've already registered, I look forward to seeing you there.

If not, this is your last chance to reserve your spot before we go live.

🗓️ Tomorrow
⏰ 10:00 AM Central
📺 YouTube Premiere with Live Chat

See you soon. https://www.9icapitalgroup.com/events

Most people read their tax return the same way.

They skip straight to the refund.

The problem?

That may be the least important number on the entire return.

Your tax return can reveal planning opportunities, inefficiencies, and costly mistakes that impact your financial future.

Join me June 10 for Episode 1 of the Tax Playbook Series:

📊 The Tax Return Is The Scoreboard

We'll break down what your numbers are really telling you and how to use them to make smarter financial decisions.

Register today. https://www.9icapitalgroup.com/events

Most people file their taxes every year without ever understanding what the numbers actually mean.

They look at one thing:

Did I get a refund, or do I owe money?

But your tax return tells a much bigger story.

It can reveal planning opportunities, tax inefficiencies, retirement risks, and financial decisions that could impact you for years to come.

That's why I'm launching the Tax Playbook Series.

In Episode 1, we'll discuss:

• Tax Planning vs. Tax Preparation
• Why refunds are often misunderstood
• Marginal vs. Effective Tax Rates
• Common mistakes retirees and business owners make
• How to use your tax return as a planning tool

Join me on June 10 for this free educational webinar as we break down why your tax return is more than a form—it's the financial scoreboard of your life.

Reserve your spot today. https://www.9icapitalgroup.com/events