5 Tax Strategies to Help you Hold on to Your Money in Retirement

By |2020-08-03T10:47:36-04:00August 3rd, 2020|Financial Planning, Retirement|

What is retirement, really? We think we know. So, we do our best to prepare for both current circumstances and as many surprises as we can conjure up.  After all, with people living longer than ever before your money has to last longer than ever before. Certified Financial Planner Troy Sharpe, the founder and CEO of Oak Harvest Financial Group, [...]

How to Make Roth IRAs Work for You

By |2020-07-27T08:55:58-04:00July 27th, 2020|Financial Planning, Retirement|

As a long-forgotten TV detective used to say, “Just the facts Ma’am, just the facts.” In any discussion about Roth IRAs, there can be lots of what for’s and how come’s and what if’s. But here, we’re going to look at basic Roth IRA facts to see if a Roth makes sense for you. The Roth IRA has been around [...]

No Raise for Social Security Retirees in 2021

By |2020-06-15T08:49:38-04:00June 15th, 2020|Financial Planning, Retirement|

The crystal balls are coming out early this year as financial prognosticators make projections about Social Security payouts in 2021. Because of the COVID-19 pandemic and subsequent U.S. lockdown of both people and the economy, there is a growing belief that there will be little or no Social Security cost-of-living adjustment (COLA) next year based on economic facts and the [...]

Like-Kind Exchange Deadline Extensions – IRS Notice 2020-23 Violates The Inviolate

By |2020-05-06T09:06:18-04:00May 6th, 2020|Estate Planning, Financial Planning, Retirement, Taxes/Fiscal Policy|

By Rafael A. Perez, Esq., Partner at McArdle, Perez & Franco P.L. and Chief Compliance Officer at Alhambra Investments   Introduction: Over the past several decades of practicing real estate law I have had many clients, both domestic and foreign, ask me to apply for an extension of a like-kind exchange deadline. My response has always been that this is [...]

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