November 18, 2020 Ways the Middle Class Can Make a Difference for Charity You don’t need to be wealthy to make an impact & get a win-win. Recommendation Do you have to make a multimillion-dollar gift to a charity to receive immediate or […] Read more
October 21, 2020 Tax Rules on Rental Property The basics on capital gains & deductions. Recommendation Buying or selling income property has definite tax consequences. A taxpayer should clearly understand them, whether […] Read more
October 7, 2020 Robo-Advisors vs. Human Advisors If an investor chooses a non-human financial advisor, what price could they end up paying? Recommendation Investors have a choice today that they did not have a decade ago. They can seek […] Read more