The Blog

In personal finance, cash has long been considered a safe haven, offering liquidity and the peace of mind of having a warm and cozy financial safety blanket.

More than ever, people are voluntarily leaving their jobs in search of greener pastures. In fact, in 2021, according to the U.S. Bureau of Labor Statistics, over 47 million Americans voluntarily quit their jobs — in what is now widely being called the Great Resignation.

A 1031 Exchange, or a like-kind exchange, allows an investor selling real estate to defer capital gains taxes while investing in a new property.

When it comes to federal income tax, there are few subjects capable of causing as much confusion as the Alternative Minimum Tax (AMT). Here’s a quick guide to understanding the AMT.

There are many estate planning tools you can use to transfer your business. Selecting the right one will depend on a multitude of factors.

Buy-sell agreements are very important planning tools that can accomplish many things for a business with two or more owners.

Some of you may be happily married and celebrating your 50th wedding anniversary (friendly reminder gentlemen this is the gold anniversary) and some of you may be single and ready to mingle! That said, we’ve all had an instance of contemplating breaking up with a past significant other.

Here in Florida, hurricane season starts on June 1st and runs until November 30th. It is an annual reminder that we should hope for the best and prepare for the worst. We just had a major hurricane hit the Gulf Coast of Florida and this has provided me an opportunity to think about how we prepare for life’s events.

When you roll over a TSP, you unlock investment options beyond funds like L, G, F, C, and S. These funds are not designed for your specific needs and have many shortfalls. With these funds, you have no discretion as to how your money is invested and you get the good with the bad.