Tag: Financial Planning

Posted on 06/27/2021
Planning for a Down Payment
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
Saving For A Downpayment
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Posted on 03/07/2021
Real Estate and 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,...
Tax Planning Tips
Taxes
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Posted on 09/01/2019
How to Rate Your Financial Health
No need to spend hours and endless spreadsheets to understand where you stand financially. With a few key factors and simple math, you can give yourself peace of mind. A clear picture of your finances will provide you with confidence and calculating the ratios of things like your debt & income will be a big help you plan...
Personal Finance
Financial Planning
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