Dec 08

Pay For a Loved One’s Education With an Education Trust Fund

By Amy Hsiao

Pay For a Loved One’s Education With an Education Trust FundToday’s parents are all too familiar with the budget-busting cost of funding a child’s college education. It can be challenging enough to put aside sufficient savings for a single child’s education, but for multiple kids, the price tag can make donating a kidney for extra […]

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Nov 24

Tax Benefits of Buying a Second Home

By Amy Hsiao

Buying a second home can provide you with a place to relax, unwind, and escape from it all. It can also provide you with substantial savings if you take advantage of these tax benefits of buying a second home.Mortgage InterestMortgage interest paid on up to $1.1 million in debt on your first and second homes […]

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Nov 10

Downsizing: How to Handle a Surplus of Stuff When a Loved One Ages

By Amy Hsiao

As the baby boomer generation ages—and downsizes—more and more adult children will be tasked with going through their loved one’s belongings to decide what to do with everything. As more and more people downsize after retirement, china sets, furniture, heirlooms, and other belongings are often left behind and unwanted. Have you ever wondered how to […]

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