Properly transferring your real property into a living trust ensures your desires

August 2018 Market Recap: Do Midterm Elections Matter?
Since the global financial crisis, August has regularly proved difficult for financial

Q&A: Can I deduct my leased vehicle? Did I lose my employee deductions?
If you lease a car, truck, or van that you use in

When Disaster Strikes Does Your Homeowners Policy Have Your Back?
One of the big lessons of last year’s major hurricanes and current

Three Award-Winning Financial Planning Considerations for Actors/Writers
With the passing of the Tax Cuts and Jobs Act of 2017,

July 2018 Market Recap: Job Gains, the Fed, and Accelerating Earnings Growth
The stock market posted its largest monthly gain since January as rising

Monthly Letter From CEO, Chris Jackson (July 2018)
In his 2014 book “The Zero Marginal Cost Society, “Jeremy Rifkin writes

Joint vs. Separate Trusts for Married Couples
Deciding between joint and separate trusts for married couples has been a

5 Tax Breaks From Your Boat to Your Pocket
You can’t deny the allure of boat ownership: fishing, water skiing, and

Should You Pay Off Your Home Mortgage With Your 401K?
Bad idea! Looking ahead to retirement, your objective should be to accumulate