5 Self-Employed Income Tax Deductions You Don’t Want to Miss
There are five deductions available to self-employed individuals, including a brand new one in 2018, that can result in substantial income tax savings. Continue Reading
Leverage Your Assets for Retirement
When you buy a house, typical financing is a mortgage equal to 80% of the purchase price. This enables you to purchase a much more expensive home than you would otherwise be able to do without the mortgage. The goal is to increase your equity in the property over time through a combination of paying down the mortgage and appreciation. Continue Reading
Retain Your Gains with Fixed Index Annuities
Some nerves were recently rattled when the Dow Jones Industrial Average (DJIA) declined 2,052 points, or 7.6%, in six trading sessions, going from a high of 26,952 on October 3rd to a low of 24,900 on October 11th. The loss increased to 2,830 points, or 10.5%, when the DJIA hit a low of 24,122 yesterday… Continue Reading
How to Avoid Tax and Receive Tax-Favored Lifetime Income on the Sale of a Rental Property
Anyone who wants to avoid tax and receive tax-favored lifetime income on the sale of an unencumbered rental property is a potential candidate for a charitable remainder trust, or CRT. Continue Reading
Which Investments Do You Recommend?
The process I use to assist clients with preparing for the financial and personal challenges associated with retirement extends well beyond simply recommending investments. It’s about them. Continue Reading
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