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Finding (& Funding) Your Retirement Home

Retirement Home

Retirement is a time of transition. Those approaching retirement often look forward to the freedom that will be plentiful once they stop working. That flexibility not only allows them to dictate how they spend their time,…

Life Insurance Settlements

Life Settlement

Life insurance has traditionally been purchased for any one of a handful of reasons; to protect loved ones should we die prematurely, meet business obligations, or to fulfill estate planning goals. When these purposes are…

Charitable Giving in 2021

Charitable Giving

All too often we leave our charitable giving to the end of the year when the deadline looms for making tax deductible gifts. This may cause us to make hasty decisions about where to give, how…

Benefits of Intra-family Loans

Intra-family Loans

Intra-family loans present the opportunity to borrow money at substantially lower rates than available by traditional mortgage. The key is to borrow at a rate equal to or higher than the published Applicable Federal Rate (AFR…

How Does a Mega Backdoor Roth 401(k) Work?

What do my dog (Sherlock) and hamster (Snuffles) have to do with Mega Backdoor Roth 401(k) contributions? Other than being super cute, these intelligent creatures are masters at squirreling away their treats for later. Sherlock…

Benefits of a Securities-Backed Line of Credit

Securities Backed Line Of Credit

Many high-net-worth individuals have a significant portion of their wealth stored in financial assets - e.g. stocks and bonds in a portfolio. With the success of the markets over the last decade, many investors have…

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