fbpx

Month: December 2017

106 Things We Do For Clients, No. 57

No. 57 of 106 Things We Do For Clients Help you interview and select a competent real estate professional. Chances are you will eventually need to use the services of a real estate agent. With our extensive experience in real estate, we can help you with the interview...

Ask if Advisors Follow Their Own Investment Advice

Watch this video on YouTube There is an old adage that says, “What is good for the goose is good for the gander.” In today’s urbanized world, most of us probably wouldn’t have the slightest idea what’s good for geese. Yet we still know...

Maximize Deductions and Minimize Income

Rick had an opportunity to tell viewers of the NewsCenter1 audience to maximize deductions and minimize income in 2017.  This year will be the last year many taxpayers will be able to take many itemized deductions.  While Congress almost doubled the itemized...

106 Things We Do For Clients, No. 56

No. 56 of 106 Things We Do For Clients Help you complete a 721 tax-deferred exchange into an umbrella partnership real estate investment trust (UPREIT). This is often useful when a 1031 exchange doesn’t fit your situation because you don’t want to directly own another...

The Spiritual Aspect of Financial Planning

Watch this video on YouTube What does spirituality have to do with financial planning? That was my first thought when Stephen Brody, CFP, ChFC, EdD, contacted me about being interviewed for his doctoral dissertation on “Assessing Spirituality in Financial Life...