Featured Blogs
Prepare for incapacity
Prepare for incapacity: In part one, we touched a bit about things that are important if you become incapacitated, but the main focus revolved around taking care of your loved…
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First Friday Focus: Diving Into Social Security
First Friday: Focus Diving Into Social Security, We hear lots of questions about on an ongoing basis, it’s a big topic and a very important piece of retirement plan. …
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4 Ways to Reduce or Avoid Capital Gains Tax
Out last Friday Focus was all about real estate…. reverse mortgages, buying, selling, relocating, rentals, and more… 4 Ways to Reduce or Avoid Capital Gains Tax: Now let’s dive into…
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Friday Focus – All About Real Estate
Friday Focus – All About Real Estate: Reverse Mortgage with Steve Kalscheur I’ve been working with reverse for the last 15 years. I worked specifically with the government-insured…
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Debt Ceiling Up – Rates Steady
July Market Update – Debt Ceiling Rising while Interest Rates Hold: Much has happened since our May market update. Debt Ceiling Raises First of all (drumroll please…) they raised the…
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Estate Planning Spotlight – Taking Care of Loved Ones
Estate Planning Spotlight – Taking Care of Loved Ones This topic obviously encompasses young children but can truly expand to include grandchildren or your surviving spouse. We live in a…
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The New Role of a CPA
The New Role of a CPA: For many years, a CPA’s role was mainly just the tax and accounting that most people are familiar with, but fast forward to today…
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First Friday Focus – Men & Money
The Man’s Role – Some things are changing, and some are not. The days of I Love Lucy when the men went to work and the women stayed home and…
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