by Jacob Millican | Apr 19, 2023 | Financial Planning, Taxes
Property taxes are one of the most significant expenses for homeowners, and the issue of fee creep is prevalent in this area. Rising home values and changes in local property tax rates can result in substantial increases in property tax bills. Here are some tips on...
by Jacob Millican | Mar 24, 2023 | Financial Planning, Taxes
I have been including real estate in my investment portfolios for a considerable time, mainly because of the significant demographic shift in the nation’s population. While the millennial generation has faced criticism for their approach to life, they are now...
by Jacob Millican | May 10, 2022 | Financial Planning, Investment, Retirement
The 60/40 portfolio has been a stalwart for a generation. But as equity markets have moved into bearish territory to start 2022, bonds have also suffered unexpected losses. The bonds are supposed to the ballast to the equities in your portfolio, especially in volatile...
by Jacob Millican | Dec 28, 2021 | Investment, Retirement, Small Business
In part 5 of our series, we’re covering cross-tested plans. We’ve covered profit sharing plans, 401(k) plans, safe harbor plans, and last week, social security integration plans. Cross-tested plans offer the most targeted approach to employer contributions....
by Jacob Millican | Dec 15, 2021 | Investment, Retirement, Small Business
We’ve covered a lot of information on the different retirement plan options available to business owners. We have discussed profit sharing plans, 401(k) plans, and safe harbor plans. Today we will talk about Social Security Integration. This is great option for...
