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 17, 2022
By: Jessica Lanning JD, CFP® A commonly accepted guideline in the financial planning world is that no one “holding”, or “position” should represent more than 10% of one’s overall portfolio (total assets). In other words, if you own $1,000,000 in assets, you...
Jan 31, 2022
Selling a High Priced Bay Area Home Using a Deferred Sales Trust With Jessica Lanning Brett: Let’s dig in a little bit about a recent deal that we work together on and even before we go there, I want to touch on just some of the foundational...
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