Investment Real Estate Free Webinar

Tired of the Terrible T’s of Property Management? Tenants, Toilets, Trash, and Turnover… Join us for a FREE educational webinar:

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Own Appreciated Investment Real Estate?

How to Sell in this Seller’s market – avoid capital gains taxes while potentially increasing income and lowering income taxes – all while eliminating property management.

Long-Term Healthcare Workshop

LONG-TERM CARE can be an unexpected Financial Risk faced by retirees. US Govt. statistics tell us that nearly 70% of Americans over 65 will eventually need long-term care for an average of 30 months.

Upcoming June Real Estate Investing Workshops

Invest for Current Income:
Thursday, June 21: 12pm
Saturday, June 23: 10am

Upcoming Estate Planning Workshop April 5th

Does your estate plan:
✓ Take advantage of changes in the law?
✓ Allow protection and control of the surviving spouse?
✓ Include language to allow your family to add disability care? and
✓ Preserve family relationships?

Real Estate Workshops

Join us and LEARN how by adding Real Estate to your personal and retirement portfolio may help reduce volatility while producing projected monthly cash flow and appreciation potential.

Demographic Investing and Millennials Workshop

A deeper look at the cultural behaviors of Millennials can unlock a wealth of investment opportunities

Tax Planning Workshop

Coming Soon, Understanding the New Tax Laws and what steps you can take to “only pay your fair share”

Year-End Tax Planning Strategies Workshop – Missed the Workshop? Contact Us for More Information

Contact us to learn Tax Planning Strategies to help you “only pay your fair share”

How much EXTRA did you pay in taxes on April 15?

It’ s disturbing to know that 45 percent of Americans paid no Federal Income Taxes in 2015! How much did you pay? Where to look?

How to Wreck Your Retirement

According to the Department of Health and Human Services, at least 70 percent of people over 65 will eventually need long-term care, either at
home or in a nursing home, and that can be very expensive. The average stay for a woman entering a nursing home is almost four years; if she’s in a semiprivate room, that cost in San Diego is about $375,000. For married couples, the chances that one spouse will need long-term care rises to 91 percent.