How to Retire with an Upsized Home and Downsized Expenses

Whether you’re on the brink of retirement or still decades away from it, you’ve probably fantasized about spending your days pursuing personal hobbies like homesteading, seeing family, and relaxing. You may even be eyeing the prospect of starting your own business, such as an LLC, partnership, or corporation. One part of planning for the day … Continued

Moving In? Make Sure the Last Tenants Are Fully Out

There are few things worse than moving into a new house or apartment only to find a giant mess left behind by the last residents. When this happens, it can mean lots of headaches for you. And even if you don’t see any “leftovers” from the people who lived there before, they left plenty behind. … Continued

A Fast Guide to Curb Appeal

  When it comes to selling a home, first impressions matter. Buyers aren’t likely to click on a listing, much less schedule a viewing, if the cover photo doesn’t catch their eye. You’re also unlikely to catch buyers from a “For Sale” sign with an unattractive facade. That’s why it’s so important to make sure … Continued

SEC Expands Accredited Investor Definition

August 26, 2020- The Securities and Exchange Commission (the “SEC“) today took an initial step towards democratizing access to private investments by expanding the definition of an “accredited investor” to include persons who have demonstrated certain levels of financial sophistication. Qualifying as an “accredited investor” is important because it is a regulatory prerequisite to participation … Continued

Invest in Real Estate with Your IRA?

Most of our clients know that we are huge advocates of investing in real estate versus stocks, bonds, annuities, precious metals and do so even with our own retirement accounts. Even if the market crashes, you still have something that produces monthly income and that real estate assets can recoup its valuation and typically does … Continued

Nearly 1 in 4 Americans Took out a Personal Loan in the Last Decade

Point of Interest A recent survey found that 1/4 Americans have taken out a personal loan in the last decade and nearly 90% are satisfied with their experience. Taking out a loan has always been a popular way to handle unexpected expenses, but the COVID-19 pandemic has forced people across the world to reevaluate … Continued