There are many factors to consider before tapping retirement money to pay for college.
DOLLCAPITALADVISORS.COM
Should You Tap Retirement Savings to Fund College?
D&O #insurance can be a risk management tool for small businesses, non-profits and educational institutions.
DOLLCAPITALADVISORS.COM
Directors and Officers Liability Insurance
Consider a bucket plan to go with your bucket list.
DOLLCAPITALADVISORS.COM
A Bucket Plan to Go with Your Bucket List
If you want to avoid any potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
DOLLCAPITALADVISORS.COM
Do You Owe The AMT?
Upcoming radio appearance this Thursday, September 24th
I will be featured live on KOCI radio Newport Beach answering call in investment questions beginning at 7:15 AM. Live stream it at:
.
The call-in number is 949-650-1015.
KOCIRADIO.COM
KOCIRADIO.COM Orange County's Community Radio Station
Business owners should consider a succession plan sooner rather than later.
DOLLCAPITALADVISORS.COM
Succeeding at Business Succession
Creating a home inventory can help you fully recover any property losses you incur. Include these four things.
DOLLCAPITALADVISORS.COM
Inventorying Your Possessions
Ever wonder about those free credit scores you get once a year? #creditscore #credit
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The Lowdown on Those Free Credit Scores
You won’t believe what these taxpayers tried to get away with. #IRS #taxes #funny #humor
DOLLCAPITALADVISORS.COM
Tax Deductions You Won't Believe
Periodic withdrawals in retirement may not be such a good idea.
DOLLCAPITALADVISORS.COM
Systematic Withdrawals in Retirement
There are benefits and limitations when using a living trust. #LivingTrust
DOLLCAPITALADVISORS.COM
A Living Trust Primer
The question everyone has: Will Social Security be around for you? Read this. #socialsecurity #retirement
DOLLCAPITALADVISORS.COM
Social Security: The Elephant in the Room
Take the time to think about these three things when shopping for your next vehicle.
DOLLCAPITALADVISORS.COM
Consider These 3 Things Before Driving Off the Lot
Check out this video on taxes. #IncomeTax
DOLLCAPITALADVISORS.COM
The Facts About Income Tax
These 6 things might make your next return a prime target for an IRS audit. #taxes #IRS #audit
DOLLCAPITALADVISORS.COM
Red Flags for Tax Auditors
How much do you know about stocks?
DOLLCAPITALADVISORS.COM
How Stocks Work
Upcoming radio appearance this Thursday, October 29th.
I will be featured live on KOCI FM 101.5 radio Newport Beach answering call in investment questions beginning at 7:15 AM. Live stream it at:
.
The call-in number is 949-650-1015.
KOCIRADIO.COM
KOCIRADIO.COM Orange County's Community Radio Station
As complex as the details of taxes can be, the income tax process is fairly straightforward.
DOLLCAPITALADVISORS.COM
How Income Taxes Work
You’ll need to weigh several factors before retiring abroad.
DOLLCAPITALADVISORS.COM
Thinking of Retiring Abroad?
When it comes to investing, you may be your own worst enemy.
DOLLCAPITALADVISORS.COM
Don’t Be Your Own Worst Enemy
Worried that inflation may rise in the years ahead? You’re not alone. #TIPS
DOLLCAPITALADVISORS.COM
TIPS for Inflation
Considering alternative investments? It’s critical to sort through the complexity. #AlternativeInvestments
DOLLCAPITALADVISORS.COM
Are Alternative Investments Right for You?
The CPI has shown low inflation since '09. Are your prices rising faster than the average? #Inflation
DOLLCAPITALADVISORS.COM
Inflation & Your Money
Buying a home may be your largest financial commitment. Which loan is best for your situation?
DOLLCAPITALADVISORS.COM
Fixed or Variable Mortgage, Which Should You Pick?
Your ideal #retirement may differ from reality, but we can work together to better align the two.
DOLLCAPITALADVISORS.COM
RE: Retirement
Being healthy may help your personal finances.
DOLLCAPITALADVISORS.COM
Putting a Price Tag On Your Health
Trying to decide whether to buy or rent a home? There are 4 important questions you should consider.
DOLLCAPITALADVISORS.COM
To Buy or Not to Buy
Long-term care: three words many people hope they'll never need.
DOLLCAPITALADVISORS.COM
Understanding Long-Term Care
Upcoming radio appearance this Monday November 30th.
I will be featured live on KOCI FM 101.5 radio Newport Beach answering call in investment questions beginning at 7:15 AM. Live stream it at:
.
The call-in number is 949-650-1015.
KOCIRADIO.COM
KOCIRADIO.COM Orange County's Community Radio Station
$100 not spent is more like $143. Intrigued? #taxes #saving
DOLLCAPITALADVISORS.COM
Stop Wasting Money
Where there's a will there's a way. Don't leave your estate unattended—update your documents.
DOLLCAPITALADVISORS.COM
Critical Estate Documents
Protect yourself from identity theft. #IdentityTheft
DOLLCAPITALADVISORS.COM
To Catch a Thief
Considering crowdfunding? Take time to do the research first. #Crowdfunding
DOLLCAPITALADVISORS.COM
Crowdfunding—Capital for the 21st Century
Are you overpaying your #taxes? Here’s six overlooked #tax #deductions.
DOLLCAPITALADVISORS.COM
Six Most Overlooked Tax Deductions
The tax rules that govern donating art are complex and confusing. #taxes #art
DOLLCAPITALADVISORS.COM
Donating Art: Taxation Abstraction
Do you really understand how your homeowners insurance works? #homeownersinsurance #insurance
DOLLCAPITALADVISORS.COM
Understanding Homeowner’s Insurance
Cyber attacks are a growing online threat, but the good news is that you can insure your business! #insurance #sec
DOLLCAPITALADVISORS.COM
Insuring Your Business Against Cyber Liability
The question everyone has: Will Social Security be around for you? Read this. #socialsecurity #retirement
DOLLCAPITALADVISORS.COM
Social Security: The Elephant in the Room
How do you find care for your special-needs child?
DOLLCAPITALADVISORS.COM
Tips for Finding Care for Your Disabled Child
Do you know how missing the best and worst market days might affect your #portfolio?
DOLLCAPITALADVISORS.COM
It Was the Best of Times, It Was the Worst of Times
Your investment strategies and personal beliefs don’t have to be mutually exclusive. Learn more about impact investing here:
DOLLCAPITALADVISORS.COM
Investing for Impact
Agent Jane Bond wants you to know about how bonds help diversify a portfolio.
DOLLCAPITALADVISORS.COM
Jane Bond: Decoding Diversification
Do global and international mutual funds complement or conflict with each other?
DOLLCAPITALADVISORS.COM
Global vs. International: What’s The Difference?
As complex as the details of taxes can be, the income tax process is fairly straightforward.
DOLLCAPITALADVISORS.COM
How Income Taxes Work
Start your Christmas Eve off right!
I will be featured live on KOCI FM 101.5 Radio from 7:15 AM to around 11 AM. I will discuss my investment outlook for 2021 and answer questions. Live stream it at:
.
The call-in number is 949-650-1015.
KOCIRADIO.COM
KOCIRADIO.COM Orange County's Community Radio Station
What does the average American budget look like? We’ve created a fun interactive piece that lets you see how your own budget compares. Read more now.
DOLLCAPITALADVISORS.COM
The Average American Budget
It’s a long race women run toward retirement, and the steps you take now will impact tomorrow.
DOLLCAPITALADVISORS.COM
The Long Run: Women and Retirement
Valuation is important for business succession, estate taxes andeven qualifying for a loan.
DOLLCAPITALADVISORS.COM
What is the Value of Your Business?
Property taxes too high? Here are ways to potentially lower your assessment. #homeowner #propertytax
DOLLCAPITALADVISORS.COM
How to Appeal Your Property Taxes
Chris Rock once remarked, “You don’t pay taxes – they take taxes.” That applies not only to income, but also to capital gains.
DOLLCAPITALADVISORS.COM
A Taxing Story: Capital Gains and Losses
Your ideal #retirement may differ from reality, but we can work together to better align the two.
DOLLCAPITALADVISORS.COM
RE: Retirement
What’s the difference between a General Obligation bond and a Revenue bond? #MunicipalBonds
DOLLCAPITALADVISORS.COM
All Muni Bonds Are Not Created Equal
There are billions in unclaimed dollars in the US. Is some of that yours?
DOLLCAPITALADVISORS.COM
Surprise! You’ve Got Money!
Your ideal #retirement may differ from reality, but we can work together to better align the two.
DOLLCAPITALADVISORS.COM
RE: Retirement
Agent Jane Bond wants you to know about how #bonds can be #laddered to generate #income.
DOLLCAPITALADVISORS.COM
Jane Bond: Scaling the Ladder
What’s the difference between a General Obligation bond and a Revenue bond? #MunicipalBonds
DOLLCAPITALADVISORS.COM
All Muni Bonds Are Not Created Equal
There are billions in unclaimed dollars in the US. Is some of that yours?
DOLLCAPITALADVISORS.COM
Surprise! You’ve Got Money!
Your ideal #retirement may differ from reality, but we can work together to better align the two.
DOLLCAPITALADVISORS.COM
RE: Retirement
Agent Jane Bond wants you to know about how #bonds can be #laddered to generate #income.
DOLLCAPITALADVISORS.COM
Jane Bond: Scaling the Ladder
What’s the difference between a General Obligation bond and a Revenue bond? #MunicipalBonds
DOLLCAPITALADVISORS.COM
All Muni Bonds Are Not Created Equal
There are billions in unclaimed dollars in the US. Is some of that yours?
DOLLCAPITALADVISORS.COM
Surprise! You’ve Got Money!
Your ideal #retirement may differ from reality, but we can work together to better align the two.
DOLLCAPITALADVISORS.COM
RE: Retirement
Agent Jane Bond wants you to know about how #bonds can be #laddered to generate #income.
DOLLCAPITALADVISORS.COM
Jane Bond: Scaling the Ladder
What’s the difference between a General Obligation bond and a Revenue bond? #MunicipalBonds
DOLLCAPITALADVISORS.COM
All Muni Bonds Are Not Created Equal
There are billions in unclaimed dollars in the US. Is some of that yours?
DOLLCAPITALADVISORS.COM
Surprise! You’ve Got Money!
Your ideal #retirement may differ from reality, but we can work together to better align the two.
DOLLCAPITALADVISORS.COM
RE: Retirement
Agent Jane Bond wants you to know about how #bonds can be #laddered to generate #income.
DOLLCAPITALADVISORS.COM
Jane Bond: Scaling the Ladder
What’s the difference between a General Obligation bond and a Revenue bond? #MunicipalBonds
DOLLCAPITALADVISORS.COM
All Muni Bonds Are Not Created Equal
There are billions in unclaimed dollars in the US. Is some of that yours?
DOLLCAPITALADVISORS.COM
Surprise! You’ve Got Money!
Your ideal #retirement may differ from reality, but we can work together to better align the two.
DOLLCAPITALADVISORS.COM
RE: Retirement
Agent Jane Bond wants you to know about how #bonds can be #laddered to generate #income.
DOLLCAPITALADVISORS.COM
Jane Bond: Scaling the Ladder
What’s the difference between a General Obligation bond and a Revenue bond? #MunicipalBonds
DOLLCAPITALADVISORS.COM
All Muni Bonds Are Not Created Equal
There are billions in unclaimed dollars in the US. Is some of that yours?
DOLLCAPITALADVISORS.COM
Surprise! You’ve Got Money!
Your ideal #retirement may differ from reality, but we can work together to better align the two.
DOLLCAPITALADVISORS.COM
RE: Retirement
Agent Jane Bond wants you to know about how #bonds can be #laddered to generate #income.
DOLLCAPITALADVISORS.COM
Jane Bond: Scaling the Ladder
What’s the difference between a General Obligation bond and a Revenue bond? #MunicipalBonds
DOLLCAPITALADVISORS.COM
All Muni Bonds Are Not Created Equal
There are billions in unclaimed dollars in the US. Is some of that yours?
DOLLCAPITALADVISORS.COM
Surprise! You’ve Got Money!
Your ideal #retirement may differ from reality, but we can work together to better align the two.
DOLLCAPITALADVISORS.COM
RE: Retirement
Agent Jane Bond wants you to know about how #bonds can be #laddered to generate #income.
DOLLCAPITALADVISORS.COM
Jane Bond: Scaling the Ladder
What’s the difference between a General Obligation bond and a Revenue bond? #MunicipalBonds
DOLLCAPITALADVISORS.COM
All Muni Bonds Are Not Created Equal
There are billions in unclaimed dollars in the US. Is some of that yours?
DOLLCAPITALADVISORS.COM
Surprise! You’ve Got Money!
Your ideal #retirement may differ from reality, but we can work together to better align the two.
DOLLCAPITALADVISORS.COM
RE: Retirement
Agent Jane Bond wants you to know about how #bonds can be #laddered to generate #income.
DOLLCAPITALADVISORS.COM
Jane Bond: Scaling the Ladder
What’s the difference between a General Obligation bond and a Revenue bond? #MunicipalBonds
DOLLCAPITALADVISORS.COM
All Muni Bonds Are Not Created Equal
There are billions in unclaimed dollars in the US. Is some of that yours?
DOLLCAPITALADVISORS.COM
Surprise! You’ve Got Money!
Your ideal #retirement may differ from reality, but we can work together to better align the two.
DOLLCAPITALADVISORS.COM
RE: Retirement
Agent Jane Bond wants you to know about how #bonds can be #laddered to generate #income.
DOLLCAPITALADVISORS.COM
Jane Bond: Scaling the Ladder
What’s the difference between a General Obligation bond and a Revenue bond? #MunicipalBonds
DOLLCAPITALADVISORS.COM
All Muni Bonds Are Not Created Equal
There are billions in unclaimed dollars in the US. Is some of that yours?
DOLLCAPITALADVISORS.COM
Surprise! You’ve Got Money!
Your ideal #retirement may differ from reality, but we can work together to better align the two.
DOLLCAPITALADVISORS.COM
RE: Retirement
Agent Jane Bond wants you to know about how #bonds can be #laddered to generate #income.
DOLLCAPITALADVISORS.COM
Jane Bond: Scaling the Ladder
What’s the difference between a General Obligation bond and a Revenue bond? #MunicipalBonds
DOLLCAPITALADVISORS.COM
All Muni Bonds Are Not Created Equal
There are billions in unclaimed dollars in the US. Is some of that yours?
DOLLCAPITALADVISORS.COM
Surprise! You’ve Got Money!
Your ideal #retirement may differ from reality, but we can work together to better align the two.
DOLLCAPITALADVISORS.COM
RE: Retirement
Agent Jane Bond wants you to know about how #bonds can be #laddered to generate #income.
DOLLCAPITALADVISORS.COM
Jane Bond: Scaling the Ladder
What’s the difference between a General Obligation bond and a Revenue bond? #MunicipalBonds
DOLLCAPITALADVISORS.COM
All Muni Bonds Are Not Created Equal
There are billions in unclaimed dollars in the US. Is some of that yours?
DOLLCAPITALADVISORS.COM
Surprise! You’ve Got Money!
Your ideal #retirement may differ from reality, but we can work together to better align the two.
DOLLCAPITALADVISORS.COM
RE: Retirement
Agent Jane Bond wants you to know about how #bonds can be #laddered to generate #income.
DOLLCAPITALADVISORS.COM
Jane Bond: Scaling the Ladder
What’s the difference between a General Obligation bond and a Revenue bond? #MunicipalBonds
DOLLCAPITALADVISORS.COM
All Muni Bonds Are Not Created Equal
There are billions in unclaimed dollars in the US. Is some of that yours?
DOLLCAPITALADVISORS.COM
Surprise! You’ve Got Money!
Your ideal #retirement may differ from reality, but we can work together to better align the two.
DOLLCAPITALADVISORS.COM
RE: Retirement