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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Record home sales have led to homeowners searching Zillow, trying to find the perfect place to move. For some, it’s the weather, or to be closer to family and friends, and for others, the pandemic is re-shaping where they...
Work with me on this analogy. There are many pieces to a puzzle. Imagine that the puzzle you are putting together is your financial well-being. When you are putting the first few puzzle pieces in place, it is challenging...
When to take Social Security receives much attention, for good reason. For the majority of Americans, it is the single largest resource for retirees. Adding complexity, evolving laws and strategies such as the file and suspend that have been...
We have talked a lot about financial wellbeing in our past blogs and how not to let our emotions derail our financial plan, yet FOMO (fear of missing out) is trending now and deserves our attention. Did someone ever...
It has been a busy year when it comes to updates and changes concerning your money. In addition to working on personal investment strategies that help our clients’ financial plans, we’ve had the SECURE Act and the CARES Act...
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...
The title of today’s blog is in thanks to the many great sayings of Yogi Berra. Major League Baseball threw out its first pitch four months late, after a long delay of finding a roadmap to return safely with...
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...