As someone who has lots of friends who are Realtors and clients who are looking to buy and sell, I’m very interested in people’s perceptions of what mortgage rates will do in the next 6 months or so. Lots of…
There have probably been years when family gatherings were more fraught with conversational pitfalls, but 2025 has to rank up there for most possibilities of thrown mashed potatoes from offended cousins. Why not come armed to the table – not…
I recently did an experiment with AI to see if my website describes my ideal client accurately. It’s important as a business owner to know if I’m reaching the potential clients that are the best fit for the firm’s offering.…
It’s the day before Halloween, so you must be running around costuming your kids/pets/self and buying candy. So, no boring finance stuff, just a few laughs. “Last Halloween, there was a knock on the door. I looked out the…
So, to keep you from panic-buying the most expensive, yet thoughtless, gifts in desperation, here is my annual reminder – along with some cool gift ideas: Get to planning and executing on your holiday shopping list NOW! Personal, unexpected gift…
Short blog today – everyone’s favorite! I was Today Years Old when I learned about these factoids related to Qualified Charitable Distributions (QCDs) from IRAs. As a reminder, QCDs allow people aged 70 ½ and older to gift money from…
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