When it comes to spending in retirement we expect the traditional daily expenses of housing, food, utilities and entertainment. However,...

The Biden Administration and Congress are working to impose new taxes particularly on higher income earners. This includes raising...

Depreciation is a Tax Deduction Investors new to real estate are sometimes confused by how depreciation works. Depreciation is simply a...

Investors often have a great plan to save for retirement, but neglect to consider how they will drawdown these assets in retirement. Some retirees also find the transition from asset accumulation to distribution to be a bit scary. This is understandable as these assets offer security and peace of mind. A successful retirement requires a proper distribution plan. The steps below will help you design a sustainable and tax efficient plan for drawing down your assets. Put Your Po

This article is the second in a series, please start with part 1. 6) Don’t Hold Too Much Cash Some investors become more risk averse as...

As you reach age 50 it is time to get serious about your eventual transition to retirement or semi-retirement. Consider these ten factors...

Reverse Mortgage Explained A reverse mortgage (also known as a home equity conversion mortgage or HECM) is a loan available to people who...

There are many ways to achieve financial freedom. The key is finding a mix of investments that provide enough retirement income to...

Inflation Diminishes Purchasing Power Over Time Inflation causes the gradual rise in prices and the slow decline in the purchasing power...

Overview of 1031 Exchange Real estate investors who want to sell a property without having to pay capital gains can use a 1031 exchange....

Is $2 Million Enough to Retire? We have all seen the articles questioning if a certain sized portfolio is enough to retire. Whether it is $1 million, $2 million, or $5 million, this is really not the right question to be asking. The ability to retire is not based on portfolio size, it is based on a retiree's annual household spending and the amount of income generated from their portfolio. To prevent surprises in retirement it is also important to assess how retirement funds