Our Weekly Blog

“That’s out of our budget” doesn’t come up often enough when having a family conversation around the cost of college.

It has been an interesting year for investors so far. At the beginning of of 2023 many economists were predicting a mild recession. With interest rates much higher inflation was expected to fall and the economy was expected to slow. We got one out of two: inflation has indeed slowed to more reasonable levels but employment growth remains strong. So, what is really going on?

So, what are these rules and am I doing everything I can to help ensure I’m in that small percentages of folks that doesn’t need an expense plan?

What are the pros and cons of marriage versus simply living together for older couples? Couples who find love later in life often have different sets of issues and concerns than younger couples. A key concern is estate planning. Whatever you decide to do, we recommend that you consult with an attorney to ensure your wishes will be carried out - because getting married can have a big effect on your estate plan.

I started writing about being an empty nester when my youngest, Kendall, graduated from high school in June 2022. Since then I’ve been paying a lot more attention to what it means to be an empty nester. But what about investing? Shouldn’t that change, too? In this blog I’ll discuss how your saving and investing strategies need to change (or stay the same) once you become an empty nester.

A 1031 exchange, also known as a like-kind exchange, is a tax-deferred transaction allowed under Section 1031 of the Internal Revenue Code in the United States. This provision allows individuals or businesses to sell certain types of property and reinvest the proceeds into another property of a like kind, while deferring the capital gains tax that would typically be due upon the sale.