By

Rachel

Sale of Home Tips

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Many clients have the question, “Do I have to pay taxes on the profit I made selling my home?” As long as you meet certain criteria, you may be able to exclude up to $250,000 in gain from selling your...
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Opening Thoughts

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Back in 1978 when I first got involved in the investment business, I worked with a couple of older gentlemen who focused on selling mutual funds, limited partnership units, and term life insurance. Being a young man, I was fascinated...
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For Whom the Bell Tolls

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I keep seeing articles in various magazines about boomers who are woefully unprepared for retirement. The articles seem to suggest that these boomers are planning to retire on Social Security benefits alone. Really? Are they not planning to live in...
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When Someone Dies Without a Will

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Where do things proceed from that point? Every day, people die intestate. In legalese, that means without a will. This opens the door for the courts to decide what happens with their estates. When no valid will exists, state intestacy...
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