Tag Archive: Investing

Real Estate as an Investment?

When you prepare to enter the real estate market for the first time, you may find that many well-meaning individuals will encourage you to buy as much house as you can with as many amenities as possible because home ownership is an investment.  You may even believe this yourself.  Perhaps your next step is to…

Rudy! Rudy! Rudy!

I refuse to believe that there is a male out there who is in between the age of 22 and 48 who hasn’t seen the movie Rudy.  A feel good story about Daniel Ruettiger, a scrappy little guy who works his tail off to make the Notre Dame football team despite lacking the physical ability. …

The Worst Way to Invest in Real Estate

Have you ever thought about investing in real estate? Would you try to flip your houses, or would you start creating a passive income by renting it out? Personally, I love the idea of investing in real estate and earning my passive income through rent money, but there is a good way to go about…

You Have Absolutely No Patriotic Duty To Pay High Taxes

I don’t want to pay higher taxes then what the law mandates.  In fact a large part of my day is spent helping people plan for the Federal and State Estate Tax and I love my job.  I am not sure why I get so excited helping people plan to lower their tax bill.  If…

Most Readers Will Hate What I Did With Part of My Bonus

Every year, when I get my bonus I think about how I will split up the money. A couple years back I received less than what I expected and discussed what to do if you receive an unexpectedly low bonus while last year I discussed what I would do with my larger than average bonus,…

Differences Between Nontraded REITs and Exchange Traded REITs

Outside of investing a small percentage of my bi-weekly 401(k) contributions into a Real Estate Investment Trust (REIT) Fund, I have very little personal experience investing in these interesting vehicles, however, when I saw a FINRA Investor Alert I was curious what it had to say.  The FINRA Investor Alert was titled, “Public Non-Traded REITs…