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Year: 2017

106 Things We Do For Clients, No. 55

No. 55 of 106 Things We Do For Clients Walk you through the complexities of a 1031 tax-deferred exchange. Your first thought may be that you are not a large enough investor that you would ever need to do a 1031 exchange. If you own a rental house, a ranch, or a lot...

How to Join the Investor Class

Watch this video on YouTube 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...
Advisory firms turn to life coaches, psychologists

Advisory firms turn to life coaches, psychologists

ADVISORY FIRMS TURN TO LIFE COACHES, PSYCHOLOGISTS December 6, 2017 | Deborah Nason KEY POINTS   Some financial advisors, finding many clients’ questions and issues are more life-oriented than financial in nature, are employing counselors and coaches or referring...

106 Things We Do For Clients, No. 54

No. 54 of 106 Things We Do For Clients Help you decide whether to refinance a mortgage. One of the most common questions our clients ask is whether refinancing a home or investment real estate mortgage makes sense. We can help you determine whether refinancing is in...

Retirement Funds Ease The Hard Realities of Aging

Watch this video on YouTube 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...