Do you work at Johns Hopkins University? Get expert insights from financial advisors who specialize in helping Johns Hopkins University faculty and staff make the most of their compensation package and benefits. Looking for a financial advisor who specializes in working with Johns Hopkins University employees? You’re in the right place. Below, you’ll find advisors […]
Do you work at Aberdeen Proving Ground? Get expert insights from financial advisors who specialize in helping Aberdeen Proving Ground federal employees and contractors make the most of their compensation package and benefits. Looking for a financial advisor who specializes in working with Aberdeen Proving Ground employees? You’re in the right place. Below, you’ll find […]
Do you work at Oracle? Get expert insights from financial advisors who specialize in helping Oracle employees and executives make the most of their compensation package and benefits. Looking for a financial advisor who specializes in working with Oracle employees? You’re in the right place. Below, you’ll find advisors who understand Oracle benefits and compensation […]
Investing is hard enough. I don’t deal in maybes. If you’re researching 721 DSTs, chances are you’ve already owned real estate, completed a 1031 exchange, or are preparing for one. You may also be encountering conflicting advice about traditional DSTs, optional 721 DSTs, and something newer called an anticipated 721 DST or mandatory 721 DST. This article exists to clear […]
If you’re anything like me, anytime you need to make a significant financial decision, especially one you aren’t already intimately familiar with, you start researching. And an almost infinite variety of other topics. So, where do you search for such information? According to the Certified Financial Planner (CFP) Board of Standards 2025 report, “Steering Clear […]
If you live in New York and have a decent income, you know that New York taxes are expensive. Really expensive. According to the Tax Foundation, New York has the highest per-capita state and local tax collection of any state, at $12,685, more than 78% higher than the national average. And that’s just the average […]
When my then-wife and I brought our first child home from the hospital, both our moms were there to help us settle in. Then, when evening came, they left. We looked at each other with matching “deer in headlights” expressions, realizing it was all up to us now. And as prepared as we thought we […]
It can be a financial lifeline for struggling retirees. Or it can turn out to be an expensive trap. “It” is the reverse mortgage, first issued more than six decades ago in a bid to help a Maine widow stay in her home, and subject to periodic tinkering by Congress ever since. If you’re a […]
Massachusetts has one of the country’s heaviest state tax burdens. According to the Tax Foundation, it ranks eighth nationally in per-capita state and local tax collections, at $9,341 per resident, more than 30% above the national average But even if you earn a high income, you may assume that Massachusetts millionaire tax surcharge will never […]