The million dollar TikTok decision
This year I’ve had several clients and prospective clients tell me about where they have been getting their financial advice—in addition to talking with me.
Capital Gains Tax Exclusion for Homeowners
This capital gains tax exclusion enables homeowners who meet specific requirements to exclude up to $250,000 (or up to $500,000 for married couples filing jointly) of capital gains from the sale of their primary residence.
✪ Anna Became a Widow at 47 Part 2
A year has passed since Anna first sat across from me, exhausted, grieving, and overwhelmed by a world she never expected to navigate alone. I remember her walking into that first meeting with a folder full of unopened mail and a heart full of fear.
Empty Nesters: When the kids come home to roost
Should You Give to Charity Now - or Wait Until 2026?
This year, you may want to consider whether to make your charitable gifts before the end of 2025, or wait until 2026. This is due to the July passage of OBBA, the “One Big Beautiful Bill Act”
✪ Anna became a widow at 47
“I don’t know where to begin.” Anna: "Rick, I sit down to sort things out and I freeze. I’m terrified of making the wrong decision. I get unsolicited advice from family members and friends on what I should be doing. My brother-in-law tells me I should sell the house."