Case of the Week
Personal cases related to finances, personal planning and charitable giving.
Gifts from IRAs, Part 5
July 24, 2026
Quentin was the firstborn child in a large family. Throughout his childhood, Quentin’s parents worked hard to put food on the table for their children. They also instilled in Quentin the value of hard work and saving money. Quentin took those lessons to heart, putting forth his best efforts in...
Gifts from IRAs, Part 4
July 17, 2026
Quentin was the firstborn child in a large family. Throughout his childhood, Quentin’s parents worked hard to put food on the table for their children. They also instilled in Quentin the value of hard work and saving money. Quentin took those lessons to heart, putting forth his best efforts in...
Gifts from IRAs, Part 3
July 10, 2026
Quentin was the firstborn child in a large family. Throughout his childhood, Quentin’s parents worked hard to put food on the table for their children. They also instilled in Quentin the value of hard work and saving money. Quentin took those lessons to heart, putting forth his best effort in...
Gifts from IRAs, Part 2
July 3, 2026
Quentin was the firstborn child in a large family. Throughout his childhood, Quentin’s parents worked hard to put food on the table for their children. They also instilled in Quentin the value of hard work and saving money. Quentin took those lessons to heart, putting forth his best effort in...
Gifts from IRAs, Part 1
June 26, 2026
Quentin was the firstborn child in a large family. Throughout his childhood, Quentin’s parents worked hard to put food on the table for their children. They also instilled in Quentin the value of hard work and saving money. Quentin took those lessons to heart, putting forth his best effort in...
Exit Strategies for Real Estate Investors, Part 17
The Double Deferral Solution
June 19, 2026
Karl was a man with the golden touch. Throughout his life, it seemed every investment idea that he touched turn to gold. Karl’s passion was real estate and he was very successful in his investments.
Karl continued to buy and sell real estate at the age of 85. His most favored...
Exit Strategies for Real Estate Investors, Part 16
June 12, 2026
Karl was a man with the golden touch. Throughout his life, it seemed every investment idea that he touched turn to gold. By far, Karl’s passion was real estate and he was very successful in his investments.
Karl continued to buy and sell real estate at the age of 85. His...
Exit Strategies for Real Estate Investors, Part 15
June 5, 2026
Karl was a man with the golden touch. Throughout his life, it seemed every investment idea that he touched turn to gold. By far, Karl’s passion was real estate and he was very successful in his investments.
Karl continued to buy and sell real estate at the age of 85. His...
Exit Strategies for Real Estate Investors, Part 14
May 29, 2026
Karl was a man with the golden touch. Throughout his life, it seemed every investment idea that he touched turned to gold. Karl’s passion was real estate and he was very successful in his investments.
Karl continued to buy and sell real estate at the age of 85. His latest venture...
Exit Strategies for Real Estate Investors, Part 13
May 22, 2026
Karl was a man with the golden touch. Throughout his life, it seemed every investment idea that he touched turned to gold. Karl’s passion was real estate and he was very successful in his investments.
Karl continued to buy and sell real estate at the age of 85. His latest venture...
Exit Strategies for Real Estate Investors, Part 12
May 15, 2026
Karl was a man with the golden touch. Throughout his life, it seemed every investment idea that he touched turned to gold. Karl’s passion was real estate and he was very successful in his investments.
Karl continued to buy and sell real estate at the age of 85. His latest venture...
Exit Strategies for Real Estate Investors, Part 11
May 8, 2026
Karl was a man with the golden touch. Throughout his life, it seemed every investment idea that he touched turned to gold. Karl’s passion was real estate and he was very successful in his investments.
Karl continued to buy and sell real estate at the age of 85. His latest venture...
Exit Strategies for Real Estate Investors, Part 10
May 1, 2026
Karl was a man with the golden touch. Throughout his life, it seemed every investment idea that he touched turned to gold. Karl’s passion was real estate and he was very successful in his investments.
Karl continued to buy and sell real estate at the age of 85. His latest venture...
Exit Strategies for Real Estate Investors, Part 9
April 24, 2026
Karl was a man with the golden touch. Throughout his life, it seemed every investment idea that he touched turned to gold. Karl’s passion was real estate, and he was very successful in his investments.
Karl continued to buy and sell real estate at the age of 85. His latest venture...
Exit Strategies for Real Estate Investors, Part 8
April 17, 2026
Karl was a man with the golden touch. Throughout his life, it seemed every investment idea that he touched turned to gold. Karl’s passion was real estate, and he was very successful in his investments.
Karl continued to buy and sell real estate at the age of 85. His latest venture...
Exit Strategies for Real Estate Investors, Part 7
April 10, 2026
Karl was a man with the golden touch. Throughout his life, it seemed every investment idea that he touched turned to gold. Karl’s passion was real estate and he was very successful in his investments.
Karl continued to buy and sell real estate at the age of 85. His latest venture...
Exit Strategies for Real Estate Investors, Part 6
April 3, 2026
Karl was a man with the golden touch. Throughout his life, it seemed every investment idea that he touched turned to gold. Karl’s passion was real estate and he was very successful in his investments.
Karl continued to buy and sell real estate at the age of 85. His latest venture...
Exit Strategies for Real Estate Investors, Part 5
March 27, 2026
Karl was a man with the golden touch. Throughout his life, it seemed every investment idea that he touched turned to gold. Karl’s passion was real estate, and he was very successful in his investments.
Karl continued to buy and sell real estate at the age of 85. His latest venture...
Exit Strategies for Real Estate Investors, Part 4
March 20, 2026
Karl was a man with the golden touch. Throughout his life, it seemed every investment idea that he touched turned to gold. Karl’s passion was real estate and he was very successful in his investments.
Karl continued to buy and sell real estate at the age of 85. His latest venture...
Exit Strategies for Real Estate Investors, Part 3
March 13, 2026
Karl was a man with the golden touch. Throughout his life, it seemed every investment idea that he touched turned to gold. Karl’s passion was real estate and he was very successful in his investments.
Karl continued to buy and sell real estate at the age of 85. His latest venture...
