I address some of the major tax policies at play if either candidate takes office, and how they might affect your situation.
Harris and Trump Tax Proposals and What They Mean for You
Should I Gift My Kids Money While I am Alive? Or Let Them Inherit It?
What to consider if you’re going to help your adult children financially
Should I Manage My Own Retirement Account After Retiring?
Learn the pros and cons to DIY investing in retirement
Should I Put My Rental Property In An LLC?
When to consider an LLC for your rental property
How to Reduce The Risk in Owning Too Much of One Stock & Save Taxes
How to mitigate concentrated stock risk while saving taxes.
Wills vs Trusts vs Title
The differences between wills, trusts, and titling of assets
Retirement Withdrawal Strategies & Excess Roth IRA Contributions
A general overview of retirement withdrawal strategies
Does Using Life Insurance to Build Wealth Make Sense?
Does permanent life insurance belong in your financial plan?
How to Analyze a Real Estate Deal
Learn how to analyze a rental real estate deal
What to Expect When Investing During an Election Year
How can elections affect your investments?