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 | Aug 2, 2021 | Financial Planning, Retirement
Divorce is not only taxing emotionally and physically, but it can take a toll on both parties financially as well. You and your spouse will need to make decisions that not only affect you right now but also in the future. When it comes to the financial impact, here...
by Jacob Millican | Jun 3, 2021 | Financial Planning, Retirement, Taxes
It’s common for people to want to leave money behind for their children and family members after death. After spending years working to earn a living, people are proud to leave behind a legacy and help their future generations to be better off. But there’s a...
