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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,…

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…

Will I Itemize Deductions in 2018?

Tax Planning For 2018 And Beyond: Bunching Deductions

The Tax Cut and Jobs Act included a substantial increase in the Standard Deduction that each taxpayer is able to take. For individuals it moved from $6,350 in 2017 to $12,000. For married filing joint taxpayers,…

Should You Get on the Bitcoin Bandwagon?

Should You Get On The Bitcoin Bandwagon?

Bitcoin has garnered a lot of attention recently, and this is no surprise given its return of about 1000% in the last year (and over 50,000% in the last five years). It is hard to…

Investor Virtue #5: Humility

Investor Virtue #5: Humility

Note: This blog is the fifth and final installment in my series on the Five Virtues of a Wise Investor. Read about the other four virtues: No. 1: Curiosity, No. 2: Courage, No. 3: Thrift…

Investor Virtue #4: Patience

Note: This blog is the fourth installment in a series on the Five Virtues of a Wise Investor. Read about the first three virtues: No. 1: Curiosity, No. 2: Courage, and No. 3: Thrift. Five…

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