May 12, 2022
By Jessica Lanning, JD, CFP® When you pick a new financial planner, you want to be clear about how that person gets compensated, whether that works for your particular situation, and whether you feel you are getting good value. There are commission-based, fee-based,...
Apr 30, 2022
By Jessica Lanning, JD, CFP® Not only is it important to understand the different types of wealth-building accounts but to understand what kinds of assets should be placed in each one. This article will explain the differences between retirement accounts...
Apr 21, 2022
By Jessica Lanning, JD, CFP® It’s no secret that any market — stocks, bonds, real estate, cryptocurrency, etc. — goes up and down. What may not be so clear is how this affects your life when it comes to withdrawing money. Here we will discuss what...
Mar 15, 2022
By: Jessica Lanning JD, CFP® The “step-up in basis” rule confounds so many investors and wealth-building families, typically around taxes, how to manage assets, and the financial aspects of estate planning. Let’s start with the basics and cover why it trips people...
Feb 28, 2022
Biggest Frustration With Capital Gains Tax Deferral Options With Sabrina Wilcox Brett: Welcome to the Capital Gains Tax Solutions Podcast. This is a preview episode with my good friend Sabrina Wilcox, who is a CPA. We dive into a full interview of her...
Feb 22, 2022
Monterey California Investment Property Closed Using A Deferred Sales Trust With Brett Swarts Brett: I’m excited about this episode as a short episode is actually a teaser episode to the full episode with Susan Attilio, who is a...
Deferred Sales Trust Company > Blog > Page 75
