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106 Things We Do For Clients, No. 53

No. 53 of 106 Things We Do For Clients Evaluate your existing returns on your real estate investments, including your return on your equity, current capitalization rates, and internal rate of returns.

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Helping the Rich get Richer and the Poor get Richer

One of the pillars of my profession of financial planning and counseling is to help people get richer. For many people, this statement might evoke the idea of “income inequality” as summed up by the phrase “the rich get richer and the poor get poorer.” This is a common money script around a topic that […]

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Tax Planning for Retirement Plan Required Minimum Distributions

One of the big advantages of a traditional IRA or 401(k) is being able to save pre-tax dollars and let them grow tax deferred until you need them. Hopefully, when you take the distributions in retirement, you will be in a lower tax bracket than when you made the contribution. The downside is that traditional […]

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