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Financial Planning

estate planning

Financial Planning

Sharing the wealth

Francine wants to sell her business and be fair to her kids in the will

Sharing the wealth

Income Properties

Book review: Landlord By Design

A complete guide to real estate investing

Book review: Landlord By Design
will

Investing

Investing as power of attorney

Selling his mother's house will leave Frank with $140,000 in proceeds. Here's what he should do with the money

Investing as power of attorney

Retirement

Being a snowbird could be harder under Trump

You may want to apply for visas or permits before the election

Being a snowbird could be harder under Trump

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tax on an investment property

Income Properties

When do you owe tax on an investment property?

Must you pay capital gains tax on a rental property every year?

When do you owe tax on an investment property?
retirement

Retirement

Semi-retirement is the future

Are you ready for this new, hybrid stage of life?

Semi-retirement is the future

Save

How to prioritize spending for things that matter

Manage debt and save for retirement. Here's how

How to prioritize spending for things that matter
financial plan

Financial Planning

Time to rethink expectations

You might want to revise your plan, given the outlook for returns

Time to rethink expectations

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Financial Planning

Should I use more than one financial advisor?

Don't do it! Here's why

Should I use more than one financial advisor?

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