News and Updates
When a Real Estate Syndication Is Not Performing
One of the most common questions I am hearing right now, from clients and from our podcast listeners, goes something like this. “We invested in a real estate syndication a […]
Having the Estate Planning Conversation With an Aging Parent
Losing a parent is hard enough. Having to turn around and have a practical, money-focused conversation with the surviving parent about what comes next can feel impossible. But this is […]
Stacking a Cash Balance Plan on Top of a Solo 401(k)
For high-earning consultants who have already maxed out their solo 401(k), the next question that tends to come up is whether to add a cash balance plan on top. The […]
Helping an Adult Child Without Creating Financial Dependence
One of the most common questions I get from parents centers on gifting to adult children. The tension is almost always the same. You want to help, but you don’t […]
The Risks of Lending From a Self-Directed IRA
Creative tax planning is worth pursuing. But there’s a point where creativity starts working against you, and this is one of those situations. If you’re considering making a private loan […]
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