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Of all the important financial decisions we make in life, the buying and selling of the homes we live in is one of the biggest. In this article I’m taking a less academic approach to the topic and sharing from my personal experiences. (and poking a little fun at myself in the process)

Step Six: The Talk Decision

Step Four: The Title Decision

Step Two: The Treatment Decision

The story goes that shortly after his death someone asked John D. Rockefeller’s accountant, “How much did he leave?” His accountant replied “all of it.” Who knows if this conversation took place but no one can dispute the fact that when we die we don’t take any of our stuff with us, no matter what our last names is. It is all left behind!

This article begins a series on the challenges of leaving or receiving an inheritance.

The chance to get a deduction often motivates charitable givers to become even more generous. But under the Tax Cuts and Jobs Act, far fewer taxpayers will itemize deductions when they file their tax returns for 2018—and beyond—compared with 2017. The Council on Foundations estimates that the new rules may decrease charitable giving in the U.S.

This is the last article in a series exploring some helpful steps for making decisions with better outcomes. The key to making better decisions is a learned repeatable process.

The Car Purchase Example

This is the third article in a series exploring some helpful steps for making decisions with better outcomes. The key to making better decisions is a learned repeatable process.