Adding Inflation To Cost Basis: Good Idea Or Tax Disaster?
Lorraine EllNov 19
Recently a proposal to add inflation to cost basis in calculating capital gains was resurrected: an idea that’s been floating around for decades.
Recently a proposal to add inflation to cost basis in calculating capital gains was resurrected: an idea that’s been floating around for decades.
Lorraine Ell guests on “Get Balanced with Dr. Marissa Pei” on the Universal Broadcasting Network.
Estate planning is not just for the rich.
That old adage “It takes money to make money” sums up the idea behind the phrase good debt.
Tim and Lorraine talk about her journey around the world and how it shaped her views of people and finance, as well as her firm beliefs in the benefits of working with a fiduciary advisor.
Decades ago the common wisdom was to live off the interest and dividends a portfolio pays while not touching the principal. But those days are gone.
Poor planning in splitting the assets in a divorce can create hardship for one party — and often it’s the woman with the emotional attachment to the family home
On this week’s episode of KKOBam, Lorraine Ell & Brandon discuss caller questions concerning 529 Account set up with options for college planning, and how much you should put away for an Emergency Fund.
On this week’s episode of KKOBam, Lorraine Ell answers caller questions in detail about Financial Planner certifications when looking for a financial advisor and concerns about Business Succession planning.
Read your LinkedIn news feed with a skeptical eye, and think twice before replying to an email from a financial adviser seeking your business this week.
We recently had a prospective client ask us to send out our Form ADV Part 2. That was their only question. This SEC filing is essentially a marketing brochure that duplicates information on our website.
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