A Roth IRA is one of the most powerful investment accounts an investor can own. If done properly, all growth from your investments can be withdrawn completely tax-free in retirement
Investing with a Roth IRA: Benefits, Rules and More Read More »
Are you thinking of investing, but aren’t sure where to start? Here are five things to consider before you invest your money. By understanding these basics, you can make more informed investment decisions and protect your hard-earned dollars. Asset Allocation Before you invest, consider what you want to invest in. Are you adventurous and want
5 Things to Consider Before You Start Investing Read More »
Many couples find that working through finances together can be one of the greatest challenges in marriage.
8 Financial Lessons From 8 Years of Marriage Read More »
Estate planning is especially critical for families. The reason is, proper estate planning is the framework for generational wealth. The legal documents within an estate plan – a will, trust, power of attorney, legal guardianship, and medical directives – are the vehicles by which you can legally transfer fiduciary duties and property ownership to your
5 Estate Planning Considerations for Families Read More »
In this blog post, I will give you 5 tips that will help you afford living in Los Angeles. Los Angeles is one of the most expensive cities in the United States. If you’re looking to move here on a budget, you’re going to need all the help you can get! To provide the best
5 Tips to Afford Living in Los Angeles Read More »
When it comes to inherited property, there can often be confusion about what happens next. In many cases, the property is passed down from one generation to the next on a “step up basis.” What is step-up in basis? And what are the implications for recipients of inherited property? To answer these questions, The Little
Inherited Property: What is Step-Up in Basis? Read More »
Wealth taxes do not only include income tax. Did you know that there are different types of taxes for high net worth individuals? Among the many types of “wealth” taxes, some of the largest tax bills can be sourced to estate tax, gift tax, trust tax and alternative minimum tax. Understanding the different types of
5 Types of “Wealth” Taxes Read More »
This father used the power of investing to achieve financial freedom and help his family become first-generation millionaires.
How the Founder of Worth-Life Balance Went From Welfare to Millionaire Read More »
Here are 10 Bible verses that provide guidance on how to invest, how not to invest and how to steward our investments.
How to Invest Biblically: 10 Bible Verses About Investing Read More »
Mary J. Blige is an American icon who has written songs that help us navigate relationships, finances, and life.
5 Financial Lessons We Can Learn from Mary J. Blige Read More »
