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WHERE INNOVATION MEETS IDEAS

Our team has a lot to share with you. Here’s some forward thinking about matters affecting your financial health.

Real Estate as an Asset Class

August 20, 2019Christopher HudsonBudget, Planning, Real Estate, Taxesaccounting, cpa, planning, real estate, retirement, savings, Taxes, withdrawalNo Comments

Ideally, your financial plan includes real estate, which offers the kind of attributes that will often take the pressure off the rest of your portfolio to perform. Having the right allocation of real estate in your portfolio provides enhanced diversification and non-correlation, (assets behaving in different ways, not related to the general markets at large) not to mention certain tax advantages, cash flow, and equity appreciation.

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Hire Your Children

August 15, 2019Christopher HudsonBudget, Law, Planning, Retirement, Taxesaccounting, business, cpa, planning, retirement, savings, Taxes, withdrawalNo Comments

Hiring your children, and the associated tax benefits of doing so is not new. But the new tax law, known as the Tax Cuts and Jobs Act, or TCJA, makes it an even better proposition. There are several reasons to consider this if you own a business.

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The 4% Rule

August 4, 2019Christopher HudsonBudget, Investment, Planning, Retirement, Taxesaccounting, business, cpa, planning, retirement, savings, Taxes, withdrawalNo Comments

Every now and then, there are ideas and so-called rules of thumb about retirement planning that creep their way into the mainstream consciousness and then back into oblivion. Sometimes, however, they linger no matter how inaccurate they might be, like undesirable guests at a party who outlast their welcome. This is exactly my opinion about the 4% rule. (more…)

Real Estate as an Asset Class

Hire Your Children

The 4% Rule

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Real Estate as an Asset Class

Hire Your Children

The 4% Rule

Recent Posts/Archive

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