Posts
Understanding Mortgage Recasting: Is it right for you?
Introduction to Mortgage Recasting In today's higher mortgage interest rate environment, those with a historically...
Is Your Savings Account Serving Your Financial Plan?
Part of any good financial plan is providing for some liquid savings for short-term and/or...
Is Custom Indexing Right For You? How to know if this tax efficient tool should be a part of your financial plan
Many of you have probably heard the old adage that a penny saved is a...
How the Social Security Wage Base Impacts Investment and Retirement Planning
The Social Security system in the United States is a vital part of the nation's...
Capital Gains Tax and Real Estate: What You Need To Know
Real estate investors often face substantial capital gains taxes when selling properties. However, several strategies...
Financial Planning for the Physical Therapist: What You Need to Know
The following article is designed for educational purposes only. It should not be considered individual...
Taxation of Social Security Retirement Benefits: What You Need To Know
Social Security Taxation: What You Need to Know *The following is for informational and educational...
