Over the nearly thirty years of practice in financial planning and banking, I have been approached by many clients seeking to avoid paying taxes on highly appreciated real estate investments. ...

In times of trouble and uncertainty, the glittering metal has been the "go to" investment. Throughout 2024, gold has climbed. What's behind this price rise? Will gold continue ...

Like people, every retirement plan is different. And the key takeaway is that even if using sophisticated financial modeling software, there is no one-size-fits-all rule. The “comfort zone” ...

Need Stable Income? Worried About Inflation? Concerned About Stock Prices? Alternative Investments May Help Ideally, your portfolio has a mix of investments that may allow you to build a nest ...

What do you do if you get laid off? What financial moves can you do to keep your head above water? What do you do next to bounce back? Laid ...

What are the benefits of a living trust? Should you consider adding a living trust to your estate plan and why? Let's explore how a living trust can help ...