by Scott Voigt | Oct 23, 2024 | Debt, Financial Planning, Travel
A travel credit card can be a good way to score big travel savings and luxury perks. But to maximize their value, it’s important to understand how they work. Here are a few of the ins and outs: Travel cards are a type of rewards credit card: points or miles They...
by Scott Voigt | Sep 19, 2024 | Budget, House
You may be wondering…..will the big rate cut (September 18th) have an impact on the housing market? It may not make as much of an impact as you think. Let’s have a look at a few observations: Mortgage rates: you may think that rates will drop considerably....
by Scott Voigt | Feb 28, 2024 | Financial Planning
Starting in 2024, you can roll unused 529 assets, up to a lifetime limit of $35,000, into the beneficiary’s Roth IRA, without incurring the usual 10% penalty for nonqualified withdrawals or generating any taxable income. But that’s probably not a reason to...
by Scott Voigt | Jan 19, 2024 | Financial Planning
Last week, our very own, Melinda Setchell, got married! She will now go by the name Melinda Tyrrell and her new email is mtyrrell@verisail.com. Please congratulate her if you get the chance! Melinda’s recent wedding and name change got me thinking about the...
by Scott Voigt | Sep 1, 2023 | Taxes
Do you own residential or commercial real estate for investment purposes? If so, you may want to consider doing a cost segregation study to lower your taxes. It is a way for investors to more quickly deduct the depreciation of a property against their taxable income....
