In this podcast we address two overlooked or hidden taxes for investors.

Stick with me. I have eight smart strategies that can help you legally minimize, defer, or even eliminate those taxes depending on your goals.

The preparation for a crew race and personal legal preparation for estate planning, though fundamentally different activities, share several similarities in terms of strategy, organization, and execution. In this podcast I share some key parallels.

What Is a Securities Backed Line of Credit? Specialized loan on your investments such as stocks, bonds and mutual funds. No 1099 to access funds, puts you in greater control and usually with more favorable rates as well.

We discuss some recent studies on eldercare and its impacts then discuss some practical next steps and lastly some possible solutions.

I stumbled upon something small but yet significant to my life and like to share it and some takeaways or lessons. Unexpected joy in doing something healthy and rewarding and now I love to share this with others.