Unlike your 401(k), self-directed IRA's contain the flexibility of holding investments in things like real estate, business interests, commercial properties, hotels, etc. But is owned a property inside an IRA a good idea? What are the pros and cons with this type of ownership? What are some things to be aware of before going down this path?
The Biden administration has proposed the elimination of the "step-up in basis" loophole that Americans have been taking advantage of for years. What does this mean? What planning steps do we need to consider if this does get written into law? How can we proactively navigate this potential change?
Most people know life insurance is a crucial piece of protection for their family. What's harder to determine is how much is enough? What's the right amount of protection to provide for those we care about? Here's a simple formula to help ensure loved ones are properly cared for in the event of an untimely passing.
Many experts are predicting a drop in the housing market in Nashville as well as across the nation. Is now still a good time to buy?
Do you have a new option to work from home? Here are some of the top financial benefits to this setup.
Should you take a do-it-yourself approach to making your will - or is it better to leave it to the professionals? Obviously budget is always a concern, but here are a few advantages and disadvantages to the online process. Keep in mind, there are also some hybrid solutions out there that involve online development with attorney review. Send me a note or schedule a call if you'd like to learn more about this type of approach!