Month: May 2013

The taxpayer relief act – I love that name since tax rates went up – raised the top tax rates that trusts pay on income.  So,

Not so fast.  It’s common for a 60-something business owner to count on finding a buyer, selling for an attractive figure, then live off the

You own an illiquid asset (land, buildings, etc) and you’d like to sell; but, you don’t want to get hammered with capital gains taxes (now

Here’s a quick checklist, courtesy of Kathleen McBride, Editor-in-Chief of Wealth Channel, AdvisorOne. You may want to sit down with your estate-planning attorney and review it

Hey, they ain’t making any more of it!  Unlike the dollar, the government can’t print real estate; so, I’ve been a long proponent of real estate

The Investment decisions we make aren’t always about investing, after all. Your cousin Willie calls you and tells you he’s going to open a taco stand in

1. LOVE YOURSELF – It is the nucleus for all motivation. You have to feel good about yourself!  A good place to begin is your physical