
College Aid Fake “Advisors” Abound
Last weekend I was going through my email in-box and found a company offering to supply me with a proven system for attracting new clients
Last weekend I was going through my email in-box and found a company offering to supply me with a proven system for attracting new clients
That’s what we’ve always been told! But, how many of us have ever really run the numbers? A recent case from indicates what most of
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 ofWealth Channel, AdvisorOne. You may want to sit down with your estate-planning attorney and review it
Hey, they ain’t making anymore 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’talwaysabout 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
“A taxpayer is someone who works for the government, but doesn’t have to take the Civil Service Exam.” – Ronald Reagan Is the government your
The Big Picture:
For years, baby boomers drove the housing market, and much of the economy, as they moved into their first homes, began raising families, and moved-up to larger homes finally ending-up in the “McMansions” we’re all familiar with today. The boomers are now older—they’re no longer moving up. In fact, they’re just beginning to “decumulate” and downsize.
During his campaign, President Donald Trump pledged not to reduce Social Security benefits. He even proposed eliminating taxation on Social Security benefits, which would enable higher-income beneficiaries to retain more of their income.