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Surprised that you got a tax bill? You are not alone
Many people are surprised to learn they are going to be paying more tax this year. This is thanks to the recent tax law changes, the Tax...
Replacing your investment property tax-free (1031 exchange)
If your investment real estate is sitting on a comfortable gain, you may be wondering what you can do with this new found wealth. Simply...
Expat without a retirement plan? Here’s a solution.
If you’ve moved overseas to open a business or to work for another company you may be wondering how you can contribute to a retirement...
EU rules block investors from buying ETFs
Rules that went into effect January 1, 2018, set out by the European Commission, “Mifid II,” prevent investors in the European Economic...
Year-end tax tips
As we come to a close on another gyrating year, when it comes to tax tips, this time it’s different. With the launch of the Trump tax...
What to consider during Medicare open enrollment
It's Medicare open enrollment and if you’re 65 or older, this applies to you. The deadline to make changes is December 7th. Here are some...
How to not pay capital gains tax (Opportunity Zones)
If you’re fortunate to have an imbedded capital gain, either from company stock or other investments held during the last decade...
Flex Spending Account vs Health Savings Account
It’s that time of year you can elect your benefits through work. Your employer may offer a Health Savings Account (HSA) and/or a Flexible...
Life insurance as a wealth building strategy
Life insurance is more than just a strategy to provide for your kids should something happen to you; it's also a wealth accumulation...
The evolution of long-term care
If you’re facing aging parents who might need care or are planning for your own care, then you may be struggling to find options. The...
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