May 9, 2024
By Jessica Lanning, JD, CFP® While sitting family style at dinner on the Amtrak train with my two new friends this past New Year’s Eve, I was asked: “What’s your best financial advice these days?” Yes, Amtrak. The train cars are totally stuck in the 90s – one outlet...
May 7, 2024
Figuring out cryptocurrency tax regulations can be challenging even for the most dedicated crypto investors. Here’s a quick rundown of what you need to know. You might be wondering how to sell bitcoin without paying taxes. The first thing to know is that Uncle Sam...
May 6, 2024
Dan Haberkost Throughout high school and college, work dominated my life. I’d go to school and then go to work and that was about it. As time went on, I quickly became tired of this sort of routine and decided there was no way I was going to allow my entire life to...
May 3, 2024
Jeremy Werden is a firm believer in the democratization of alternative asset classes. During his time at the University of North Carolina, he was a passionate basketball player but realized that he wasn’t athletic or skilled enough to make the varsity team....
May 3, 2024
Jeremy Werden is a 26 year old with a 7-figure short-term rental business and software startup. Sub to learn the biz! He likes creating businesses that provide memorable experiences for others like vacation rental Airbnbs and boat rentals and those that help empower...
Apr 29, 2024
Chris Larsen wrote his book, Next-Level Income, to illustrate how the goal of investing shouldn’t be just about money. This book is not only about investing in real estate; it is about the search for financial freedom and the freedom that it can provide in your life....
Deferred Sales Trust Company > Blog > Page 63
