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
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
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
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
If you took a mandatory withdrawal from your retirement plan earlier in the year, you’ll need to read this If you have money in a retirement savings plan that isn’t a Roth IRA, you’re probably familiar with required minimum distributions, or RMDs. RMDs were initially required starting at age 70 1/2, but that age was recently pushed … Continued
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
Point of Interest A recent Interest.com 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
