SALT is an acronym that is being tossed around pretty regularly right now due to some potential changes on the rise. So what is SALT and...

Sometimes you just have to move forward even when it’s probable you will fail. A couple years back I read the book Be Bad First by Erika...

If you have read many of these posts, you hopefully will recognize a theme of making sure we don’t over prioritize money. This can be...

FIRPTA: Foreign Investment in Real Property Tax Act… Never heard of it? To be honest, neither had I until this past week. As it turns...

Technology is constantly changing. The financial industry is no exception. Remember when you had to call the stockbroker to buy a stock?...

Today is October 2nd. We are 75% of the way through the year. For those of you who set goals for the year 2021, we are about to enter...

Many states around the country offer tax credits for certain charitable contributions. While I do not recommend giving solely for the tax...

Today, I wanted to introduce investing in Qualified Opportunity Funds. It is a tax-efficient investment opportunity that won’t apply to...

One of the dangers of growing wealth is pride. When I say pride, I am referring to looking down on someone else and saying you are...

A part of the financial planning process is talking through goals. Sometimes this conversation stops at what I will call practical goals,...

Oftentimes when people think of investments, they immediately think of stocks, bonds, or other similar financial securities. In...

On Thursday, I watched a video of Ron Blue, one of the more well-known and respected financial advisors. When he was faced with a...

2021 (namely the last two months) has been an adventure thus far. In less than a month's time, from June 26th to July 21st, we spent over...

I had intended to send out a personal update as I try to send two a year and we are getting well past half the year (7 months down...

This somewhat comical image mocks the pursuit of wealth. We all know that this isn’t the good life. Even from a strictly worldly...

In personal finance, education can pay huge dividends. Fortunately, the number of personal finance blogs and resources on the internet is...

Should you pay in extra tax so you always receive a refund or pay in as little as possible so that you have access to the money for...

Every year, I do biannual reviews with clients. I have just about finished up with this first cycle of financial reviews. There was one...

As I mentioned in the last post, our car recently died and we were left scrambling searching for another car. Car buying is something...

Today is the last Saturday in June. We are almost as far away from Thanksgiving as we can get but I wanted to remind you (and me) to...