How can taxpayers make the most out of their charitable giving? Here is a great hack for the charitably inclined: If you have appreciated assets and plan to make a… read more →
Imagine if you set yourself up for the perfect stress- and worry-free retirement? What if you could have financial freedom and retire at any age? What would that look like… read more →
I received the following question from the publisher of Aegist and here was my answer: My favorite uncle from Beverly Hills passed away and left me his real estate and… read more →
What’s more important? Netflix, Starbucks, or your Kids? It can be a little ironic how many people emphasize that their family’s safety and financial well-being is their biggest priority and… read more →
If you’re in your late 70’s or 80’s or in poor health and considering surrendering or lapsing your life insurance policy, there is an alternative that could net you tens… read more →
Please don’t take this as a commentary on who should be the next President. This is a commentary on the fact that you should consider reviewing your tax plan and… read more →
I am now in my early 50’s. I know you thought I was younger, but earlier this year, I pulled the trigger. After researching the best policies for my clients… read more →
Have you sold your home, a mutual fund, a stock, a business, or any other asset for a gain? If so, you probably paid Uncle Sam a hefty sum for… read more →
Today I will focus on three ways to grow your money tax-deferred and distribute your money tax-free. Tax-deferred growth and tax-free distributions are my favorite ways to build wealth over the long term, as tax rates… read more →
“You have insurance on your pets, your cell phone, your diamond ring, but not yourself? As a stay-at-home parent, you should only buy life insurance on yourself if you love your children.”… read more →
