Learning Center

What You Need to Know About Buying Real Estate Within Your IRA

By Dave Rowan

Most people you talk to do not like paying any more in taxes than they absolutely have to by law.  Fortunately taxpayers will be getting some relief. If you’re married and filing jointly making between $165,001-$315,000, you’ll pay 24% when you file your 2018 taxes in 2019.  This compares to 28% for the roughly equivalent…

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9 Strategies for Successful Rental Real Estate Investing

9 Strategies for Successful Rental Real Estate Investing

By Dave Rowan

For a variety of reasons, the rate of home ownership in the United States is declining at a steady rate.  Since 2006, home ownership has declined from 70% of the population to 64%. With roughly 329 million people in the country as of October 2018, this leaves approximately 118 million citizens who are looking to…

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Do I Need a Living Trust

By Dave Rowan

I’m No Lawyer, But the Short Answer is…. Probably not.  For those who promote the use of living trusts, the general logic is that this is the single, best document that will help you avoid costly probate proceedings when passing assets to your heirs.  And while this technically may be true, in most cases there…

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Net Worth

How Do I Calculate My Net Worth?

By Dave Rowan

It’s Not About Just About Income, Net Worth is the True Story When many people talk about their personal finances, most of the focus goes toward income.  And while your salary is important, a bigger determinant of your long-term financial success is to regularly calculate and track your net worth. This post starts off with…

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