Taxes form the backbone of the relationship between government and the governed, revealing most starkly what we value as a society. Spoiler alert: We value business owners and investors. The most dramatic proposal to emerge from “The Unified Framework For Fixing Our Broken Tax Code”  announced last Wednesday from GOP leadership in Congress and President […]

I hope you never need this post.  Divorce hurts, and maybe the last thing we want to do is plan clever financial strategies in the midst of such as emotional situation. I sat down recently with Justin Miller, “National Wealth Strategist” for BNY Mellon Wealth Management, and what Miller and his team do is help […]

At the end of July the Trump administration quietly killed a retirement program called MyRA , intended to help lower and middle-income people begin investing for retirement. Good riddance. If you are of a certain political cast of mind, you might see the end of the MyRA as another hit job by Wall Street and […]

I love everything about banks but I realize I might hold a minority view on that one. Maybe you don’t like banks as much as I do. If so, this one’s for you. Today is about seller-financing, which is a way to cut out banks from a traditional bank function. Seller-financing happens when: Traditional banks […]

I started thinking about the War on Cash recently over a giant plate full of butter, syrup, and pancakes. You see, I spent part of my summer vacation in Gatlinburg, TN, which some think of as the jumping-off point to Great Smoky Mountains National Park, but I prefer to think of as the Pancake House […]