When you appoint someone to be your power of attorney, you are giving them the authority to act on your behalf in legal and financial matters. But what happens if you change your mind? What if there’s a dispute? Who can override a power of attorney? In this article, we will explore who has the […]
It’s that time of year again! Tax season is upon us, and if you’re like most people, you’re probably dreading it. You probably have a lot of questions about what to bring to a tax appointment. But there’s no need to stress. A little preparation can go a long way. In this blog post, I’ll […]
Joint tenants vs community property with right of survivorship—what’s the difference? Joint tenancy and community property with the right of survivorship is a popular ownership option for property ownership between two or more co-owners. But which is best for you? Keep reading to find out! What is a joint tenant? A joint tenancy is a […]
When it comes time to sell your business, you will need to decide if you want to sell assets or stock. This is an important decision, as the tax consequences can be very different. In this blog post, we will discuss the differences between an asset sale vs a stock sale tax consequence. We will […]
What is a trustee in a will? This is a question that many people have. So in this blog post, I will discuss what a trustee in a will is, what their responsibilities are, and what you need to know if you are named as one. Keep reading to find out more! What Is A […]
If you’re in the market for a new home, you may be wondering about the difference between an escrow company vs title company. Both of these organizations play an important role in the home-buying process, but they serve different functions. In this blog post, we will explain the key differences between escrow companies and title […]
Put options are a great way to make money on the stock market. In this blog post, we will discuss how you can create a put option strategy that will generate income for your portfolio. The best part is how easy it is to do! So let me show you how to make money on […]
You’re probably asking yourself “can you retire at 60 with 1.5 million dollars and still live comfortably?” You always hear that you should save for retirement. But, how much should you be saving? In this blog post, we will discuss if it is possible to retire at 60 with $1.5 million dollars and live comfortably […]
Investing is a great way to make money, but do you know how? You may have heard of the app Robinhood that lets you trade stocks for free and wondering how to make money with it. The great thing about this investment platform is that there are many ways to generate income. Find out how […]