Can I Defer and Lower My Taxes with a Qualified Opportunity Zone Fund? Recently, we learned that a Lebron James rookie card sold for $1,600,000! Assuming the owner paid $1 for the card, that’s a big windfall! But that could also be a large tax liability. Well, maybe not. Depending on the decisions of the [...]
Can private equity funds help you minimize risk and achieve higher returns than other investments? Introduction to Private Equity Funds Historically, investors have looked to private equity as a potential source of attractive returns, low correlation to other asset classes, diversification from public securities & the possibility of returns greater than those otherwise available [...]
Teach Your Children Well - 10 Steps to Financial Education Teaching your children to be financially responsible is one of life’s critical lessons. As your children mature, you will have many opportunities to teach them about good financial management, from kindergarten to adulthood. Financial Education in the Early years STEP 1. Shop with your young [...]
Tips on Understanding Your Credit Report, and Fixing Any Errors You May Find Following are six of the key items that appear on a credit report, with tips on how to fix any errors you may find: Personal information - Is your name, Social Security number, address and other personal information accurate? If not, contact [...]
In order to prepare for the appointment with the financial advisor here's how to prepare. To properly prepare for your meeting, you should get organized in 2 categories: Questions Current statements Let's start with “Questions” first There are questions for you to consider and your questions for the financial advisor. Questions For You Organize your [...]
In these unprecedented times our attention is being pulled in so many directions that it’s sometimes hard to know what to prioritize. One financial matter that may need your attention is your life insurance used to protect your family and your income. With the all-time low interest rate environment that we are facing, insurance companies [...]
Divorce can be a complicated and challenging process in which details are easily overlooked. Protecting your financial health during this time is crucial, and no one should enter this process without a trusted attorney (specializing in divorce) on his or her side. Equally important is knowing the laws that shape divorce proceedings, and the impact [...]
Medicare contains many rules that beneficiaries and their caregivers are required to learn. Perhaps the best way to grasp the program's details is to review the major components of the Medicare program: Parts A, B, C, and D. Medicare Part A: Hospital Insurance This insurance is designed to help cover the following: Inpatient care [...]
As the saying goes, "Parents are people who carry pictures in their wallets -- where their money used to be." The U.S. Department of Agriculture estimates that the cost of raising a child born in 2015 through age 17 averages $233,610 for a typical middle-income family -- and that doesn't include the cost of college [...]
Home ownership is the cornerstone of the American Dream. But before you buy a home, consider a number of things. First, look at buying a home as a lifestyle investment and only secondly as a financial investment. Over time, buying a home can be a good way to build equity. But as recent history has [...]
