Case of the Week
Personal cases related to finances, personal planning and charitable giving.
The Gas Guzzler's Deduction, Part 3
October 17, 2025
Brandon loves his truck, which he affectionately named “the Beast.” It was a gift for Brandon’s 18th birthday. It is painted bright red and made of two tons of metal, muscle and noise. Indeed, many neighbors would grumble as Brandon drove by because the rumbling engine could be heard three...
The Gas Guzzler's Deduction, Part 2
October 10, 2025
Brandon loves his truck, which he affectionately named “the Beast.” It was a gift for Brandon’s 18th birthday. It is painted bright red and is made of two tons of metal, muscle and noise. Indeed, many neighbors would grumble as Brandon drove by because the rumbling engine could be heard...
The Gas Guzzler's Deduction, Part 1
October 3, 2025
Brandon loves his truck, which he affectionately named “the Beast.” It was a gift for Brandon’s 18th birthday. It is painted bright red and is made of two tons of metal, muscle and noise. Indeed, many neighbors would grumble as Brandon drove by because the rumbling engine could be heard...
Exit Strategies for Real Estate Investors, Part 17
September 26, 2025
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 most favored...
Exit Strategies for Real Estate Investors, Part 16
September 19, 2025
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 most favored...
Exit Strategies for Real Estate Investors, Part 15
September 12, 2025
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 most favored...
Exit Strategies for Real Estate Investors, Part 14
September 5, 2025
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
August 29, 2025
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
August 22, 2025
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
August 15, 2025
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
August 8, 2025
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
August 1, 2025
Karl continued to buy and sell real estate at the age of 85. His latest venture led him to a great investment property. It was a “fixer-upper” commercial building in a great area. While other nearby buildings sold for over $2 million, the seller needed to sell quickly and was...
Exit Strategies for Real Estate Investors, Part 8
July 25, 2025
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
July 18, 2025
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...
