fbpx

How to Avoid Estate Planning Mistakes

Watch this video on YouTube Since the death of singer Whitney Houston, I’ve seen several articles from attorneys and financial advisors about the errors in her estate planning. They have summarized three areas where it was badly flawed: 1. Lack of privacy. Ms....

Once Earned, Twice Taxed: Capital Gains are Taxed Twice

Watch this video on YouTube The recent discussion of the “Buffett Rule” proposal to increase taxes on the wealthy has focused attention on U. S. tax rates. It’s giving Americans a chance to better understand our tax policy and the economics of the...

Rick’s Blog In Top Five for Financial Advice

The KFG blog is one of five financial planning blogs chosen this week as “great resources for professional planners, do-it-yourself planners, students and faculty” as well as “good examples of how to set up and write a financial planning blog.”...

Too Many Watchdogs?

Mutual funds that use futures contracts to invest in commodities are regulated, like other mutual funds, by the Securities and Exchange Commission. A recent rule change will require them to be registered with the Commodity Futures Trading Commission as well. A recent...

Tenant Improvements Can Be Good Investment

Watch this video on YouTube Recently I read a news story about a small business owner whose landlord was not renewing her lease. A chain restaurant was buying the building and intended to raze it. The business owner was distraught, as she had recently spent $30,000 to...