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Do You Know Your Investment Risk Capacity?

To download a six-page summary explaining risk capacity, click on the following link: Risk Capacity Link Have you ever heard the term “Risk Capacity”? Chances …

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Controlling Your IRA Assets from the Grave

Protect IRA Assets from Your Children’s Poor Decisions More and more wealth over the coming years will transfer between generations as our population ages. Investment …

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Very Interesting Stock Market Crash Chart

Let me start by saying that I’m not a prognosticator of what will happen in the stock market at any given time. Before the Trump …

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How can taxpayers make the most out of their charitable giving?

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 …

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Financial Freedom at any Age

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? …

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Estate Taxes & Inheritance

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 …

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What’s more important? Netflix, Starbucks, or your Kids?

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 …

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Get Cash for your Life Insurance Policy

If you’re in your late 70s or 80s or in poor health and considering surrendering or lapsing your life insurance policy, there is an alternative …

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What does a Biden Presidency mean for your Income Taxes?

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 …

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I Finally Did It!

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 …

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Top 7 Ways to Mitigate Capital Gains Taxes Upon Sale

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 …

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Unique Tax Mitigation Strategies your Father didn’t tell you about

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 …

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Should a stay at home parent have life insurance?

“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 …

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Do you have Paycheck Insurance?

“Your largest asset is most likely your ability to earn income!” – Jeff Gurman. Is your paycheck protected against losses, like your autos and homes? …

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Using the Three Bucket Approach when Predicting Future Tax Rates

I look at all investments as falling into three Buckets and  each of these buckets have unique characteristics, so it is important to plan accordingly. Taxable …

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