[column col=”1/4″] Weekly Quote “It is amazing what you can accomplish if you do not care who gets the credit.” –Harry S. Truman Weekly Tip Think twice about canceling an old whole life insurance policy. If it has sufficient value, you may be able to...
What are “Cost Basis, Step-up, and Sales Tax Exclusion?At some point in our lives, we may inherit a home or another form of real property. In such instances, we need to understand some of the jargon involving inherited real estate. What does “cost basis” mean?...
[column col=”1/4″] Weekly Quote “True friends are those who really know you but love you anyway.” –Edna Buchanan Weekly Tip Own a business? Think about having an accountant look at your books several times a year. Having a professional opinion on your...
What is risk?To the conservative investor, risk is a negative. To the opportunistic investor, risk is a factor to tolerate and accept.Whatever the perception of risk, it should not be confused with volatility. That confusion occurs much too frequently.Volatility A...
[column col=”1/4″] Monthly Quote “Change is the process by which the future invades our lives.” – Christina Rossetti Monthly Tip If you are planning for your financial future as a couple, consider setting both intermediate and long-range...
[column col=”1/4″] Weekly Quote “Honesty is the best image.” –Tom Wilson Weekly Tip Young adults nearing college graduation may find that an emergency fund is a nice thing to have. Your son or daughter might want to try and save at least $1,000 before...
