by Leif Jensen | Apr 25, 2017 | General |
With the new boxes on Form 1098, the IRS is collecting more data on home mortgage interest. Lenders must now report the amount of principal outstanding at the start of the year, the mortgage origination date and the address of the property securing the loan....
by Leif Jensen | Apr 24, 2017 | General |
I was having a discussion with one of my kids and somehow we got onto the topic of taxes. Since this was in the middle of tax season I don’t think I brought it up. It may have stemmed from a news story on the radio. But my some was taking the stance that the...
by Leif Jensen | Apr 12, 2017 | General |
Costco’s returns have been weaker lately, so they are increasing their membership fee to compensate. The analysts are ecstatic; they love Costco more than Sam’s Club. I have a client that raves about the superiority of Costco verses Sam’s while only having a...
by Leif Jensen | Apr 11, 2017 | General |
Last week one of my client’s bank statements came into our office. They use our office as their address of record for their home based business. But what was startling was that the First Merit Bank statement came in as Huntington Bank. So the consolidation of...
by Leif Jensen | Apr 10, 2017 | General |
When was the last time you reviewed your portfolio holding? Unless you own individual stocks have you read the prospectus to see what you holding actually contains? So what does your portfolio hold? Is it a derivatives portfolio of is it a Buffet portfolio?...
by Leif Jensen | Apr 5, 2017 | General |
No or low money down mortgages, no it’s not 2006. But it is looking that way through certain prisms. It looks like there are a few programs from the government that have no money down mortgages. FHA, VA, and USDA have programs that allow new or repeat home...
