Before getting started with ways to reduce capital gains tax, let’s chat about how the capital gains tax works for your primary...

I have a client who has tremors in his hands. He can type on a laptop/computer, but he cannot apply a wet signature to documents. Yes, we...

Here are ten simple, easy to follow but also easy to forget financial planning tips. These tips could be easily overlooked and may not be...

Since I decided to address several topics in this post, let’s break it down by retirement risk. Inflation: If you read my post from last...

What is the best thing to do amidst a possible recession if you are not approaching or in retirement? Invest, invest, invest! Invest for...