Leveraging Charitable Deductions for Mitigating Taxes and Increasing Cash Flow
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Leveraging Charitable Deductions for Mitigating Taxes and Increasing Cash Flow

by James A. Lavorgna, J.D., LLM, CFP, TMBCP Many charitable tax strategies are used to mitigate taxes but two  have been a favorite of mine for some time. They are the reversionary charitable lead trust and the charitable bargain sale. Here are just a couple of stories about the everyday uses of these strategies. Tax…

3 Important Questions for Filing a Homeowners Insurance Claim
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3 Important Questions for Filing a Homeowners Insurance Claim

by Lyle Sprung, Agent for Goosehead Insurance “Should I file an insurance claim on my homeowners insurance policy?“ This is one of the most frequent questions I get as an insurance agent. It is a topic that I could write 20,000 words about and still not be able to cover everything.  Before we get into…

Build Your Long-Term Sustainable Wealth with Real Estate in San Diego
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Build Your Long-Term Sustainable Wealth with Real Estate in San Diego

by John Selby, Team Leader of The Selby Team Long term sustainable wealth is a topic that everyone should begin thoughts on at as early an age as possible.  Once you are settled into an established job for a minimum of 2 years, you can potentially qualify to purchase a home to live in instead…