How did one of golf’s biggest events create a unique tax break allowing you to rent your home tax-free? Every April, the best golfers in the world gather in Augusta, Georgia, to play “The Masters” golf tournament. The tournament...
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Proposition 19 recently passed in California, the results of which could mean property tax breaks for those over 55 in the state and potential tax increases for those inheriting homes from their parents or grandparents. For those homeowners thinking...
The stage is set…it is Trump/Pence vs Biden/Harris. And just in case 2020 has not been eventful enough, let’s add Kanye West to the mix. So much has happened politically and economically in 2020, that it only makes sense...
I am a first-time parent to a now 9-month-old daughter. It has been an incredible experience, and for the first time, I understand what parents meant when they said, “trust me when you have kids, you will understand.” I...
“The easy money has been made.” If you follow CNBC, Barron’s, or other major financial news outlets, you may have heard this term often. This phrase is used as a way to claim that positive stock market returns in...
The “Setting Every Community Up for Retirement Enhancement” (SECURE) Act passed the U.S. House of Representatives last May, passed the Senate a few days ago in December 2019, and then was signed by President Trump. It is among the...
Retirement is changing. There is a shift taking place on how we retire and who can help us get there. Gone are the days of working somewhere for 40 straight years and leaving with a pension to live on. ...
Staying the Course Investors tend to see short-term volatility as the enemy. Volatility may lead many investors to move money out of the market and “sit on the sidelines” until things “calm down.” Although this approach may appear to...
The last two months have brought continued market volatility to both stocks and bonds. It can be hard to stomach at times, yet it’s also expected. The long-term investor knows that markets on average, go up 7 out of...
Over the weekend, a relative asked, “Are we in a bear market?” I answered his question with, “What do you think a bear market is?” He rattled off a few comments about the economy, and the market being down...