Taxes

Ask An Advisor Series - Housing

Ask An Advisor Series - Housing

Given what's at stake with buying and selling a house, today's Q&A article is certainly worth the read. Here is a quick preview of the topics that we will be diving into:

  • Are we in a housing bubble?

  • Why are home prices soaring?

  • When is it better to choose a higher interest mortgage with no PMI versus a lower interest rate mortgage that includes PMI?

  • What are the tax consequences of selling a primary residence at a gain?

How to Leverage Tax Reform Savings into More Wealth

How to Leverage Tax Reform Savings into More Wealth

As the April 17 tax filing has come and gone, one thing on the mind of many taxpayers now that they have caught their breath, is how much more or less their tax liability will be as a result of the Tax Cuts Jobs Act (TCJA) -- also know as the new tax law enacted by the Trump administration. According to Howard Gleckman of the Tax Policy Center, about 80% of taxpayers will see a reduction in their tax liability, but about 5% will notice an increase in what they owe.

Physician's Guide to Public Service Loan Forgiveness (PSLF)

Physician's Guide to Public Service Loan Forgiveness (PSLF)

Most physicians prefer to get right to the point and don't care for all the fluff. They expect a short, concise explanation. After all, they are busy people so time is of the essence. With that in mind, I created a 5-page powerpoint style guide that explains how Public Service Loan Forgiveness (PSLF) works.

How much value does a financial planner add?

How much value does a financial planner add?

Look I get it, Americans are busy people, especially if you are raising a family or knee deep in your career. Quick answers have become the expectation. The problem is financial planning is very circumstantial and therefore a good answer to the value question must be adjusted to the person asking it. Rather than manufacture a blanketed response, the following is a detailed guide to the quatifiable value of financial advice.

4 Bone Chilling Student Loans Mistakes to Avoid

4 Bone Chilling Student Loans Mistakes to Avoid

Having helped several clients overcome their own set of student loan problems, I decided the best way to get in front of the issue is to make more borrowers (and their parents) aware of what pitfalls they should be avoiding. Today's blog article will kick-off by examining the 4 most common student loan mistakes and what you can to do to avoid those landmines. Then, I present 2 case studies to show you how the numbers crunch out.