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Monthly Archives: November 2016

    Gift or Inheritance – Does It Matter?

    By Jill Kuchle | November 21, 2016

    A person called into a radio talk program with a situation that was troubling to the caller and disturbing based on the potential tax liability that may have been avoided. The caller’s elderly father had deeded his home to his daughter a few years earlier because in his mind, his daughter was going to get... Read More

    It’s the Principal of the Thing

    By Jill Kuchle | November 14, 2016

      Most people think they’ll have a house payment and a car payment for the rest of their lives but it doesn’t have to be with a plan and a little discipline. The plan is to make additional principal contributions to a fixed rate mortgage to shorten the term and save tens of thousands in... Read More