Sell the annuities. Any gain will be taxed to your mother. Assuming her tax rate is less than yours. Check with your tax advisor on what medical expenses may be deductible… Read More
Because it is so easy to buy investments, investors tend to overlook the sell side. Many CEF’s are very thinly traded. If you were to try and sell during a… Read More
Brilliant! Dilly-Dilly! Yes! Younger investors tend to forego dividend stocks for the sexier hot growth stocks. But dividends compound, growth doesn’t. By reinvesting your dividends, they buy more shares, which… Read More
Lots of unanswered questions here. Was your Grandfather an owner or partner in the firm? If so there could be a “buy/sell” agreement in place. This would state that at your… Read More
If your mortgage is a fixed rate I would say “No”. If so, going forward your payment is fixed. The rent from your buildings should increase which will give you… Read More