Posts Tagged ‘wealthadvisor’
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…
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 MoreWomen and Wealth – May Power Hour
Women and Wealth Peer Panel Carol Ebert, Wellness Coach A pioneer in the Wellness Industry, Carol is on the cutting edge of online marketing, highly creative, and passionate about…
Read MoreApril Power Hour -Take Charge of Your Taxes
Quote of the Month If Christianity is false, it holds no importance; if it is true, nothing surpasses its significance.” – C.S. Lewis Wins of the Month: • One delighted…
Read MoreUnderstanding Investment Safety: How Safe is Your Money?
Understanding Investment Safety: How Safe is Your Money? Recent news about bank failures and stock market volatility has raised concerns about the safety of investments, leading many people to wonder,…
Read MoreSuprise! Taxes from Investments
Whether we like surprises or not, we all know in life there are good surprises, and some not-so-good surprises. Two of the greatest surprises in my life were the phone…
Read MoreTax Talk – The Secure Act 2.0
Tax Talk – The Secure Act 2.0 The SECURE ACT 2.0 The Omnibus Appropriations package, which included the SECURE ACT 2.0 among other provisions, was signed on December 23. While…
Read MoreJanuary Market Update – The 60/40 Rule is Dead
January Market Update – The 60/40 Rule is Dead: As we just finished 2022 And now are going into 2023, it’s a good time to reflect. Be sure to check…
Read MoreEnd of Year Planning and Gifting
End of Year Planning and Gifting: Wins of the Month Nels shared a win on the team approach. One of their attorneys was in a car accident and is…
Read MoreTax Talk – Taking money from your IRAs tax-free
Tax Talk – Taking money from your IRAs tax-free: Tax Talk – Taking money from your IRAs tax-free In our last Power Hour, we talked about using money from…
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