April 2019

Your Home Is An Asset - But Not An Investment Asset

Submitted by Moneywatch Advisors on April 25th, 2019

Clients ask us all the time about either keeping a house they used to live in and renting it out or buying a house to rent out. I guess us Americans have some kind of burning desire to control our section of the Monopoly board. Usually I begin my response with a flip answer such as, “A mutual fund won’t ever call you at 3:00 in the morning with a stopped-up toilet.” And, while the hassle of managing rental property can’t be overlooked, let’s concentrate on the numbers of residential real estate as an investment.

Surprised By Taxes? Try These Tips

Submitted by Moneywatch Advisors on April 18th, 2019

Yes, I know, you just filed your taxes and the last thing you want to think about is taxes. I get it. But, what if there were some simple ways of reducing your tax liability and decreasing your chances of owing next April? Interested? Take 90 seconds to skim the following tips:

5 Tips to Become a 401(k)/403(b) Millionaire

Submitted by Moneywatch Advisors on April 11th, 2019

If you’ve ever read this blog before you know I’m a huge fan of the book, The Millionaire Next Door. Written in the mid ‘90s the authors sought out the rich in the U.S. to learn how they became wealthy. To their surprise, they learned that most were ordinary working professionals who lived beneath their means, saved with a purpose and became wealthy the old-fashioned way: steadily, over many years. Since most of us accumulate our wealth through our 401(k)s or 403(b)s, here are 5 tips to maximize the value of those accounts:

April 2019 Newsletter to Clients

Submitted by Moneywatch Advisors on April 3rd, 2019

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