Self-directed Roth IRA

If you have ever gone on a cruise, you know that the cruise companies do an amazing job of trying to make sure they make money off of everything you do. While you’re on that vacation. It starts with flights and transfers to the cruise terminal and into it

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The Prosperity Path

I’ve struggled with my weight off and on throughout my lifetime. Maybe some of you can relate to this. My weight issues started when I was a child. From as early as I can remember, my dad used to make me eat everything that ended up on my plate,

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Four Top Risks Multiplied by Longevity

About 20 years ago, I decided it was time for a different vehicle. I went down to one of the local dealerships that one of my friends was managing at the time to see if he had anything that would fit what I was looking for. After looking at

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Retirement Risk Advisors

Biden’s top five proposed changes for your retirement

In March of 2020 I was living in Puerto Rico, but I traveled to Las Vegas, Nevada on a business trip. This trip was scheduled to last a week, and somewhere in the middle of it is when they first started announcing various state and territory shutdowns and travel

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Why you shouldn’t own rental real estate in retirement

About 23 years ago, I was living in Las Vegas where I started working with some new clients who had decided to partner up and invest in a bunch of rental properties in Montana. They had formed various LLC’s used to hold ownership to the properties, and each LLC

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