Why I Only Buy Brokered Certificates of Deposit

Certificates of Deposit (CDs) come in two basic types, those you buy directly from a bank or other lending institution and those available from brokerage firms. Essentially the brokerage firms are offering bank CDs that can be traded like a bond. Brokered CDs are a special class of CDs offered by a lending institution with … Read more

My Year End Financial Housekeeping Routine

I have a routine that I undergo each December to be sure the year ends well financially. With the December 31st deadline approaching I don’t want to miss any of the things that must be completed before year-end. There are many things to consider and I don’t do everything that people talk about doing at … Read more

Six Common Tax Mistakes Physicians Make

Today’s guest post comes to us from Arsalan Ashraf, CPA. Arsalan is the owner of Ashraf Advisory, providing tax preparation, tax planning, payroll and bookkeeping services to physicians all over the United States. You will find Ashraf Advisory on my recommended list of Tax Services. If you are looking for top notch tax advice, contact … Read more

The High Cost of Being Out of the Real Estate Market?

I recently attended a real estate conference where several speakers talked about investing in syndications. (Groups that pool money from multiple investors to flip big real estate projects for quick profit.) Syndications all go “full circle,” meaning they will collect capital, purchase a property, fix it up to raise its value, and sell the property. … Read more