We SOLD a house for the first time, and I learned a lot...
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We SOLD a house for the first time, and I learned a lot...
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Financial Blog For Busy Professionals & Impact Investors
Starting a New Business? Here is a checklist.
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Are you thinking of starting a new business? This checklist guides you through what you need to know in order to get your new business up and running.
Your DIY Financial Plan Workflow
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Everyone wants to update their financial plan right now. I get it - the start of a New Year naturally gets us energized and ready to make progress. If you don't have an advisor or formal financial plan, here is a rough DIY Financial Plan workflow.
Read MorePWR's San Diego Experts: Landing Your Next Job with Kolby Goodman
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So, our interview today is with Kolby Goodman. He is the owner of The Job Huntr and specializes in helping his clients create eye-catching resumes, craft memorable interview answers, establish a professional LinkedIn profile, and explore new opportunities in their personal and professional networks.
Read MoreThe Sustainable Gifts I am Giving This Year
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Great products by great companies. Here is this year’s guide.
Read MoreThe Gift of a Financial Plan
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I have completed dozens of financial plans that were gifts - the person paying for the financial plan was different from the person going through the process and receiving the financial plan. Here is what to expect if you are interested in giving (or receiving) a financial plan this year.
Read MoreAsk Your Parents - "What's your estate plan?"
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Many people have ‘something’ with regard to estate planning, but often what they have is not complete, not updated, or not sufficient. Children can play an important role by helping their parents get their affairs in order. Given that this could potentially be a tough conversation, here are some questions to get you started.
Read MoreIn-Kind RMD Strategy [video]
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For people who don’t need the money yet, such as those who inherited an IRA subject to RMDs but are still working, you can transfer shares equivalent to the RMD amount to a Brokerage account. That allows you to satisfy the RMD but keep the money invested. Let's go through this strategy.
Read More6 Estate Planning Mistakes to Fix Now
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Estate Planning is something we all need to do regardless of net worth or personal situation. Your loved ones bear the burden of your mistakes - whether that is high probate fees, delays in receiving their inheritance, or hurt feelings that can destroy relationships. Here are the most common mistakes and how to avoid them.
Read MoreBackdoor Roth Conversion Tip [video]
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Quick Tip - Doing Backdoor Roth Conversions for clients and it got me thinking...
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