Don’t Share Real Estate Ownership
March 15, 2010
I have very few must-do’s and should’s in my life and for the lives of my clients. This one, though, I’m clear about: Friends don’t let friends share real estate
Blogs That Make Financial Planning Feel Easy
Explore smart strategies and insights to take control of your finances.
Saving for College—the 529?
March 8, 2010
People are often surprised that I don’t recommend using 529 plans as a college savings plan. Section 529 of the Internal Revenue Code allows you to take after-tax dollars, put
Mortgage Brokers Rise from the Ashes
March 2, 2010
Over the last several years the press and pundits had written off mortgage brokers as a business model that was dying. Kern Lewis of the SF Banking Industry Examiner reported
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