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Cost Segregation Studies: A Smart Tax Move… Sometimes If you are a landlord with rental properties, you’ve probably read an article or listened to a podcast where someone recommended, “Do a cost segregation study to reduce your taxes.” This ‘one-size-fits-all’ approach to tax strategy is nearly always flawed, and cost segregation studies are not an […]
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As we wrap up 2025, now is the perfect time to reflect, reset, and plan for next year. These smart financial moves will help you start 2026 with confidence and clarity. Section 1: Review & Reset Conduct a Review of 2025 Finances How you finished 2025 will dictate how you start 2026. What went well? […]
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He Was 96: The Financial Lessons His Life (and Death) Taught Us My oldest client died last night. He was 96. I received this news from his wife within four hours of his passing. It might seem odd that she got ahold of me so quickly, but I am her trusted financial advisor. I knew […]
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Flip The Value: Facing Decisions Lost golf balls I have a confession to make. I don’t like looking for golf balls. If you golf, you already know what I’m talking about. If you don’t, let me paint a picture. During a round of golf, inevitably a golfer in the group will hit a ball out […]
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Rolling out of the military: Do I have to roll out of the TSP? Getting out of the military, whether at the end of your service, because you are retiring, or for any other reason, comes with a lot of decisions and moving parts. For those with a Thrift Savings Plan (TSP) balance, one of […]
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