Posts Tagged ‘#financialadvice’
Market Update – Refinancing Reversed Taking Advantage of Higher Interest Rates
Market Update – Refinancing Reversed Taking Advantage of Higher Interest Rates Over the past year or so, there has been a lot of discussion surrounding interest rates, particularly regarding the…
Read MoreTax Talk – Reducing Estate Taxes
Tax Talk – Reducing Estate Taxes Hide and seek. Kids love this game. They are always eager to disappear and reappear in the game. It’s amusing how little children believe…
Read MorePost Friday Focus Summary
The Basics of Estate Planning, with Nels Donovan Estate planning can often seem like a complex and distant concept, but in reality, everyone has an estate plan. The key question…
Read MoreFinancial Personality
Financial Personalities: My son Asher has quite an entertaining personality. Whether we’re sitting with other families out in the lobby at a baseball tournament or on the bleachers at…
Read MoreIs -“In it for the Long Haul” – A Legitimate Investment Strategy
Just recently the topic of investments came up during a summertime deck chat. My neighbor was talking about one of her friends who is with a very popular competitor. With…
Read MoreFirst 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. …
Read More4 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…
Read MoreFriday 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 loan,…
Read MoreEstate 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…
Read MoreThe 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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