Yes! If you want to stay in your home and you need cash to pay ordinary living expenses, a Home Equity Conversion Mortgage (HECM) could be a good option. For the average retiree, home equity represents about 66 percent of … Read More
Financial Planning
The Most Important Pieces of the Retirement Puzzle
No matter what you do for a living, all of us have some sort of “retirement” plan in our minds. It might be part-time consulting in your field for a premium or it could be retiring to Lake Havasu and … Read More
Enjoy The Season
Here we are, literally the last week of 2022, and as challenging as the year has been, I wanted to take this time NOT to give you a bunch of last minute advice. You either know you’re going to make … Read More
Is It Time To Create a New Company?
Most every entrepreneur I’ve ever worked with has the challenge of always wanting to build the next thing and sometimes neglecting to follow up on the current business. But are there hints for when it’s time to build a new … Read More
Surviving the Job Interview
No matter how “seasoned” you are in the job market, interviews can be frustrating. More importantly, we’ve ALL left an interview and suddenly recognized where we might have spoken incorrectly or begun to doubt how we did. No matter … Read More
Yes, You Can Hedge This Market
One of the funny things about being a tax professional is the sheer number of questions I get that are really not focused on taxes. In fact, I’d say up to half of the inquiries I get are really focused … Read More
Its Almost…The End of the Year!
Well, we’re officially in the holiday season now, as hard as that is to believe. But let’s be real for a moment: that means 2022 is almost over, and we’re going to be into tax season in less than a … Read More
Can the IRS Throw You a Line?
Let’s face it, if you’re in trouble, the LAST person you’d trust is the person that says you’re in trouble. That’s about how most people feel when it comes to getting tax advice or offers from the IRS, especially given … Read More
Fix It Or Junk It?
Over the last two years, supply chains and Covid have kept more Americans in older cars. Folks who have never paid off a car are now driving vehicles they really “own” and – in a lot of cases – they’re … Read More
Tax Breaks for Everybody?
Let’s be honest: As we approach the end of the year, most of you guys aren’t thinking about taxes. That’s my job! The problem with most “tax idea” articles is that the writers seem to live in places that real … Read More