Happy New Year! Hopefully you all had a wonderful 2021 holiday season and you have exciting things to look forward to in 2022. If you’re the type that has New Year’s resolutions, I hope you’re successful in your endeavors. Despite my skepticism around starting something on a relatively arbitr...
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Aside from your spouse and maybe your doctor, your relationship with your financial advisor will likely be one of the most important and intimate of your life. Or, at least, that’s what it should be. As a CPA and a financial advisor for nearly four decades, I’ve helped dozens of clients cra...
In my work with clients over the years, one of the most common questions I get is, “Should I purchase investment real estate?” Most of the time, the client’s interest is in purchasing a single-family residence as a rental property with the strategy of rental income paying down the mortgage for...
Most of us don’t particularly like receiving unsolicited advice. Yet, when it comes to investing, we are eager to listen to what people are offering. Gatherings with friends can present the perfect opportunity to hear these unsubstantiated remarks. “Have you heard about Company X? Their price is...
Preparing to move is generally not a pleasant task. We tend to accumulate a lot of stuff and, unfortunately, we don’t recognize it until we start packing it in boxes. However, after we move and settle in, the excitement begins to build with all the new opportunities that are available in a new pla...
The 4th of July always provides me a time to reflect on our country’s history and those who came before us. Getting together with family and friends last weekend felt great considering where we were a year ago. This week I want to stick with the theme of reflection. From time to time, one of [&hel...
Part of the reason we started this blog was to provide some clarity in an increasingly noisy financial world. Most mainstream financial outlets do a good job detailing different investments and rightfully point out the problems in bad products. Unfortunately, they’ll frequently end with ...
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