Archives for “Asset Protection”


It may not be fun or glamorous to put yourself on a stringent budget, but it is what separates the trajectories of two people who ...

A Power of Attorney (POA) is the written authority for an "agent" to act on behalf of someone else. This means that if you need ...

A little financial planning for the year would do no harm. Our team has put together a small list of goals and saving tips for 2017 ...

Most of the tax planning advice that financial advisors give you really doesn’t help lower your adjusted gross income, which is what you have to ...

A CPA friend of mine recently sent me a list about LLCs that he had sent out in a newsletter. I let him know that ...

Entrepreneurs have to wear many hats. One of their key responsibilities is to understand and properly manage their business’s finances. But they must also be ...

If you’re an active real estate investor or have attended several real estate meet-ups to learn more, investing in real estate using your retirement funds ...

I recently received an offer on one of my duplexes that I could not pass up. SOLD MY CASH FLOW INVESTMENT!  Now what? I ...

The answer is BOTH. But given equal market opportunities, what you actually do would depend upon your particular financial and income tax situation. Those with ...

When you hit your 30s, you may start thinking about your major life goals, both personal and financial. Although you may be able to defer ...

Here is a FREE COPY of a standard construction contract template (editable form) that we start with before starting any new project with a contractor. Working with ...

Guess who I got an email from? The dignitary from Africa needing to get eighteen million dollars out of the country and not only that, out of all ...

In some of those conversations I have been having lately - I talk about the property, what the cash flows are  looking like and what the ...

The financial world today in 2016 is unlike any other period of time in global history. We’ve seen wide-ranging price fluctuations since 2007 in all ...

For some real estate investing gurus out there, anonymity is the name of the game.  Some try to tell you,”No one can sue you if ...

Have you structured your insurance correctly for the real estate investments you own? Insurance is one detail that you do not want to make a ...

Due-On-Sale Clause

Way back around 1980 when interest rates were climbing, mortgage companies wanted to make sure they got in on the action instead of being tied ...

The mortgage and real estate markets are directly impacted by the directions of the bond market. What is a bond? The very root definition of ...

I was called personally by the “IRS” several weeks ago. The IRS folks left a message for me saying that the IRS was putting a ...

No one enters into real estate investing with the hope of losing money. One of the main reasons we get into real estate is to ...

When it comes to real estate investment, there are many factors that should be considered before taking the leap. Investors often speak of the general economic ...

The question of how long a power of attorney lasts has two different answers–a legal one and a practical one. First, the legal answer is ...

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