Articles

Using a 1031 exchange to turn investment property into residential property is possible, but it takes careful planning from the outset.

Having a budget as a boundary for your spending gives you the freedom to work within that boundary, and keeps you on track to save for your goals.

This style of Power of Attorney certainly gets the job done, but there are a few ways that the cookie-cutter POA most frequently fails to meet people’s wishes.

You probably know that you should spend less than you earn, but that is only part of the equation.

While your student loans may be a daunting sum, it is still possible to build wealth even while paying off student debt.

Here are ten principles for teaching children about money.

Most investors think that whenever you buy or sell a security the money is immediately deducted or deposited into your account. This is not true.

If a budget isn’t a team effort, one member of the family will hold the purse strings and everyone else will be resentful.

Here are the four criteria which must be met in order for margin loan interest to be tax deductible.

If you don’t have retirement savings in Roth IRAs, it’s time you considered their benefits. Assets in traditional IRAs can be rolled into Roth IRAs without a withdrawal penalty.

Too much leverage is risky because it endangers meeting your goals.

We tracked the price of a first class stamp over the last 130 years, noting the changes, to show the steady erosion in buying power during that time.

Continually curating a list of low cost funds is valuable for long term investors.

Without the burden of federal, state, and local taxes, you could leave your job at 2:27pm every day and earn the same salary.

We don’t normally recommend being on margin, but we recommend having the option in case it is needed.