CLIENT PORTALS
Blog
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Should I have a Financial and/or Medical Power of Attorney?
- July 12, 2019
- Posted by: Danny Michael
- Category: Finance & accounting
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Should I have a Financial and/or Medical Power of Attorney? If you trust someone to make important decisions on your behalf–manage your finances or medical care–you can use a Power of Attorney (POA) to empower them to act without requiring your direct input and approval. This legal tool can be used to designate someone as
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Protecting Your Wealth in Retirement
- July 5, 2019
- Posted by: Danny Michael
- Category: Retirement
Protecting Your Wealth In Retirement We are pretty far along in creating an optimal plan that aligns your finances with your ideal retirement! We’ve created a long-term cash flow, tax and investment strategy, but the odds are extremely low that the initial plan you develop will play out the way it’s currently constructed – there
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Understanding Capital Gains Tax of Property
- June 10, 2019
- Posted by: Danny Michael
- Category: Taxes
Understanding Capital Gains Tax of Property Real estate can be a powerful wealth-building tool – if you understand how to use leverage and manage your tax liabilities responsibly. One reason for this is that capital gains taxes are different from the taxes imposed on ordinary income. Below, I’ve outlined a few of the different aspects