Deducting rental property tax losses against other income can be a complex challenge. The IRS has strict rules on how losses are classified, and simply owning rental properties does not automatically allow you to offset those losses against your wages… Read Now >>
When most people think of saving for college they immediately think of 529 Plans. There is another way to pay for college that provides for predictable growth, tax-efficiency and even more control. The ways is through investing in real estate.… Read Now >>
by Anakaren Godinez Credit cards have become part of our everyday lives. Most people would even say it is their preferred form of payment. So why not have your credit card work for you? There are so many credit cards… Read Now >>
Did you know that IRS rules state that you if a trip you take was primarily for business but you extend your stay for a vacation or had other non-business activities your business-related travel expenses are tax deductible? Pretty sweet… Read Now >>
When I was 12 years old I participated in the first school-sponsored stock market game throughout the country. Our team was given a fictitious $100,000 and we had 10 weeks to invest the money. We competed against hundreds of other… Read Now >>
In 2007 I was working for one of the largest and most successful hedge funds. I was entrusted to help manage money for large institutional clients and pension funds. If I did well, the clients did well, the firm did… Read Now >>
30 years ago my life completely changed, but I didn’t know it yet. My grandfather built and sold a business for a very nice nest egg. He and my grandmother were set for life when he sold his business…or so… Read Now >>
How can you retire and become financially independent in ten years? When we talk about early retirement, most people think that to do this requires incredible investing skills…but that is not the primary determining factor. Granted, investing is very important,… Read Now >>
Our Founder, Matt Rinkey, was a recent guest on The Market Whisperer Podcast hosted by Dave Werth and Peter Hernandez of Douglas Elliman, the nations 3rd largest real estate brokerage firm. On this episode they discuss: How the Financial Markets… Read Now >>
By Anakaren Godinez Saving for education has always been a popular topic in our office for parents and grandparents alike. 529 plans often come up in the conversation regarding saving for college. For those you that don’t know, a 529… Read Now >>
In this video, we discuss: • What The Valuations of Major Asset Classes Say About Future Investment Returns • How to Manage Through A Market Correction • Several Risk Management Measures You Can Take For Your Financial Health & Wealth