by Mike Tyler | Apr 2, 2024 | Resources
We often say financial advice does not exist in a vacuum. Hard to argue with that statement, but there are very few concrete answers to the questions people have about money and investing. We’ll look at a few of the common rules, why they exist, and how they may or...
by Mike Tyler | Apr 1, 2024 | Resources
The internet has made connecting renters and property owners much easier. Aside from finding renters, what other circumstances are at play when renting a home or vacation home? Rental Income Most individual taxpayers are “cash basis”. This means income is...
by Mike Tyler | Mar 5, 2024 | Resources
When you read about the S&P 500, Nasdaq, Dow Jones, do you wonder “What do these represent?” “What are they comprised of?” “How do these indices measure different parts of our investment markets?” “How do stocks get assigned to different indices?” This article...
by Mike Tyler | Mar 5, 2024 | Resources
Homeowners have used equity in their home as a cash source to fund other goals likehome improvements, consolidating debt, education expenses, medical expenses, etc.Below is an explanation of three common ways to access your equity, and how theydiffer. Cash-Out...
by Mike Tyler | Mar 4, 2024 | Resources
The fear of having money trapped in a 529 plan has been on the minds of investors for years. Although the definition of qualified education expenses has been expanded multiple times to provide flexibility on how those funds can be used, there is still the worry of...
by Mike Tyler | Feb 7, 2024 | Resources
For many individuals over the age of 62, Social Security Income (SSI) Benefits can be a major component of their income stream, particularly during retirement years. Below is a summary of key points regarding this benefit. Full Retirement Age (FRA) and Impact on...
