Wealthy
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What are the potential home equity and tax strategies for wealthy seniors?
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Seniors could choose to employ home equity through a reverse mortgage or other equity-tapping product to manage a series of expenses in retirement, but ...

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Democrats probing Leonard Leo share wealthy donor funding groups behind ‘ethics’ campaign
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Senate Democrats investigating Leonard Leo and other conservative activists over their ties to Supreme Court justices pocketed donations from a wealthy ...

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How To Get Wealthy – Slowly But Surely: 5 Secrets From Research
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The grand human fantasy: making money with the least amount of sweat. It’s a dream as old as time, or at least as old as the invention of money and ...

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Frugality among the wealthy: a closer look
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In a world where wealth is often associated with extravagance and wastefulness, there exists a unique breed of millionaires who defy this stereotype. ...

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Building a Consulting Business The Wealthy Accountant
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The Ugly American William J. Lederer and Eugene Burdick published The Ugly American in 1958. This short novel tells the story of Homer Atkins, an ...

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Money Changes Everything – The Wealthy Accountant
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Five years ago I started a project where I would publish a special page on this blog listing The 100 “Best” Books for a Financial Education. This ...

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6 Times Renting is Cheaper vs Owning — Wealthy Accountant
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The battlelines have been draw and feelings are strong on each side of the issue. Some say renting is the lower cost route; and some say owning. The ...

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IRS Plans to Scrutinize Wealthy Taxpayers in Major Compliance Push
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With the Inflation Reduction Act of 2022 allocating substantial funding to the Internal Revenue Service (IRS) for tax enforcement activities, the IRS has ...

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Right Time to Sell Your Home* The Wealthy Accountant
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The home is often the largest hard asset people own. The right time to sell your home requires you to consideration several factors. Job ...

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Buying Tax Credits – The Wealthy Accountant
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When consulting with clients I hold nothing back. In the first session I lay out all the tax strategies I can in the time allotted. But after several ...

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