Walk you through the complexities of a 1031 tax-deferred exchange.
In discussions of the current tax reform bills, a new buzzword has popped up: “the investor class.” Every time I’ve heard this term on a political talk show, it has been used derogatorily to frame the proposed tax changes as resulting in “the rich getting richer” and the “poor getting poorer.” In every instance, “the […]
No. 54 of 106 Things We Do For Clients Help you decide whether to refinance a mortgage.
At the gym where I work out it’s not uncommon to hear us old guys complaining in the locker room about our aches and pains. When the complaining subsides, inevitably someone will remark, “Well, at least getting old is better than the alternative.” If you are fortunate enough not to die prematurely, you are going […]
This month Rick sat down with ThinkAdvisor.com’s contributing Editor Jane Wolmman Rusoff to discuss how advisors can offer financial therapy.