Create a monthly payout without making middlemen rich. You can spend a lot of time struggling to turn a pile of capital into monthly income. Or you can spend a lot of money. What if you don’t want to spend either of those things? Then you may find this guide very helpful. The model income […]
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If you’re worried that a sizable chunk of your legacy may go to Uncle Sam, there are steps you can take to reduce the effects of the SECURE Act and the possibility that other changes could be on the way. This year, legacy planning will be more important than ever because of changes to inheritance […]
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“I love paying my property taxes! I wish I could pay even more!” — said no one, ever. Property taxes are one of the necessary but unpleasant side effects of home ownership. Personal Finance Expert and Author Jordan Goodman notes that new homeowners often underestimate the amount of property taxes, along with other running expenses […]
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At this point, many Americans are seeing $1,400 stimulus checks hit their bank accounts, and while some people are using that money to pay their bills or dig out of debt, others have a real opportunity to snag an even bigger windfall by investing that cash instead. If you don’t need your stimulus to cover […]
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Estate plans, much like the people who create them, are all unique. Contrary to popular belief, there is no one-size-fits-all approach. While there are some general similarities that can lead two clients to have a very similar estate planning structure (e.g., all to spouse and then all to children in equal shares), there are always […]
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