Crypto and the racial divide

I have been reading that In the beginning of the Crypto revolution, most Black Americans were much less likely to own cryptocurrencies than white Americans. That has changed with Cryptos growth in popularity in recent years. A report from the Federal Reserve Bank of...

Transfer Vehicles

Rental properties can be great transfer vehicles when held individually till death. Upon death the property gets a step up in basis to the market value at the time of death, if held in the owners name. Once a property has run through its depreciable life and paid off...

Rental Property

Rental property is a great idea and can generate a decent income stream.  I have seen it done with many clients. I have also seen some seen some lose money, by having the rents too cheap to cover the costs of the property. They fear that no one will pay them true...

Self-Funding the sale of a business.

I had a client who was desperate to sell his business, to the point that he settled on self-funding the purchase. It is recommended that you exercise a certain caution and be truly careful with whom you self-fund for the sale of your business. I was not made aware of...

Manager

I have had meetings with those reviewing the possible purchase or those already owning of turn-key business. One thing I have found is that the idea of a turn-key business pivots on the manager hired to run that business. If the manager is a great success, the...

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