Estate planning trade-off: Is it better to pay a large capital gains tax or a large estate tax?

Moving assets to an irrevocable trust avoids estate taxes but does not benefit from a stepped-up basis upon death. Is it still worth it?

The 3 reasons to establish an irrevocable trust

Minimizing estate taxes, protecting assets from lawsuits, and qualifying for government programs

7 common myths about trusts

Trusts aren't as scary as they seem.

What can a trust do for you?

The power of trusts in your financial plan

Money Market Funds are still yielding 5% while long term rates have fallen 1 point.

What does the Sahm Rule Recession Indicator mean for investors?

Prepare your portfolio for any circumstances

Why are home prices and rates simultaneously setting records?

Today's homeowners are wealthier than ever before

Why are rates going UP if inflation is going DOWN?

Could markets be signaling a strong growth decade?

Free calculator for applying the 28% Rule to budget your first home purchase

Use this downloadable Excel template to calculate how much home you can afford.

3 Common Mistakes First-Time Homebuyers Make

TLDR: not having a plan, buying too much home, and investing your down payment incorrectly