Tag: Financial Planning

Posted on 06/13/2021
What is the Estate Tax?
Image by Gerd Altmann from Pixabay If you anticipate that you will inherit an estate at some point or if you plan to leave your estate to an heir, it is important to plan for the potential tax implications of that transfer. The federal estate tax is one aspect to consider. Depending on the value of the estate,...
Financial Planning
Tax Planning Tips
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Posted on 01/05/2020
Don’t Fall Prey to Budget Busters
Image by Monster Ztudio from Shutterstock It's time to find the perfect place of your own but becoming a property investor has one significant roadblock: a down payment. It’s something that can stop potential home buyers in their tracks. While winning the lottery or inheriting a windfall would be fabulous, you don’t need those luxuries before you can...
Mortgage Down Payment
Budgeting
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