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Client Case Study: Selling vs. Renting Out a Home

Recently, we shared an article about whether or not it makes sense to sell a home or hold onto it as a rental. Deciding between selling vs. renting definitely depends on numerous financial and lifestyle factors. Still, sometimes it helps… Read Now >>

A Better Way To Buy (Or Lease) A Car

May 24, 2019

One of the biggest financial decisions people make haphazardly is the car buying or lease decision. Transportation expenses are the second largest expense in the average American’s budget – secondly only to housing costs and represent 16% of all spending.… Read Now >>


Client Case Study: Selling vs. Renting Out a Home

May 22, 2019

Recently, we shared an article about whether or not it makes sense to sell a home or hold onto it as a rental. Deciding between selling vs. renting definitely depends on numerous financial and lifestyle factors. Still, sometimes it helps… Read Now >>


Episode 23: How Much Money Do You Need to Be Wealthy?

May 17, 2019

How much money do you need to be wealthy? This was a question posed by Charles Schwab in their most recent Modern Wealth Survey to 1,000 American between ages 21 and 75. The answers were surprising and varied amounts the… Read Now >>


Is the Uber IPO Worth the Investment?

May 15, 2019

One of the biggest pieces of news in the financial markets is that Uber Technologies Inc. went public last week via an initial public offering (IPO). What does that mean? Well, this means the company now has shares that are… Read Now >>


Episode 22: Should You Convert Your Home To A Rental

May 10, 2019

We all know that buying a home is one of the biggest decisions of your life, but buying your next home comes with another huge decision to make: Should You Keep Your Home as A Rental Property or Sell It?… Read Now >>


Should I Sell My Home or Rent it Out?

May 8, 2019

Inevitably, there comes a time when we decide to sell our house and move to a new one. There may be many reasons for moving. You might be moving for work or heading to a new town for your family.… Read Now >>


Episode 21: My $1,000,000 Mistake at 21

May 3, 2019

While in college at the University of Wisconsin-Madison (Go Badgers!) I owned and operated a student transportation business with a good friend and business partner. We systematized the operations to the point where the business was able to run without… Read Now >>



Episode 20: The Tax Breaks of the Real Estate Mogul Next Door

April 26, 2019

A recent Bloomberg article highlighted the divorce proceedings of a billionaire real estate developer from New York City. The divorce documents revealed this wealthy real estate investor paid no tax since the 1980’s. It articulated how investing in real estate… Read Now >>


Investing in Real Estate: How to Get All the Benefits with None of the Headaches

April 24, 2019

A lot of investors (and their financial advisors) may be hesitant to get into real estate investment. The reason is because they don’t have full confidence in what they are doing. So much of long-term wealth management is about minimizing… Read Now >>