What To Do When Inheriting Property

What To Do When Inheriting Property?

Who would ever think that inheriting a piece of property would become a burden? Probably no one until it happens

Jordan Dechtman / October 1, 2021
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How IRA Contributions Reduce Adjusted Gross Income (AGI)

How IRA Contributions Can Reduce Adjusted Gross Income (AGI)

Do IRA contributions reduce AGI? Yes, they surely can. Contributions to a traditional IRA are made with pre-tax dollars and

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What Is A Liquid Investment?

What Is A Liquid Investment?

A liquid investment is any investment that is either cash or has the ability to quickly be converted to cash. 

Jordan Dechtman / September 10, 2021
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Avoid Taxes On Inherited Annuities

How To Avoid Paying Taxes On An Inherited Annuity

If you are on the receiving end of an inherited annuity, it could turn out to be a double-edged sword.

Jordan Dechtman / August 30, 2021
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5 Tips to Minimize Chances of Being Audited by the IRS

An IRS audit is an in-depth examination of your financial information to ensure that the information you provided to the

Jordan Dechtman / July 29, 2021
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Beginners Guide to Investing

It’s widely accepted that investing is the key to real financial security. But, for many people, the idea of investing

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Discretionary Spending and Its Effect on Your Retirement Plan

Many people have dreams of traveling, giving back, and spoiling grandchildren as they look forward to retirement. Whatever your retirement

Jordan Dechtman / June 30, 2021
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When Should You Start Planning for Retirement?

The short answer to the question, “When should you start planning for retirement?” is now, regardless of your age. The

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What to Do with Excess Cash: Pay, Invest, or Save?

Having extra funds is a great problem to have. However, deciding what you should do with that excess cash can

Jordan Dechtman / May 26, 2021
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