Category Archives: Investing and fiduciary requirements

Tax Rules on Rental Property

For Rent

The basics on capital gains & deductions.

Provided by Reeve Conover – Conover Consulting

Buying or selling income property has definite tax consequences. A taxpayer should clearly understand them, whether he or she intends to acquire a property or put one on the market.

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How Will You Spend Your Retirement Savings?

Have You Saved Enough news headline with coin jar and assorted economic newspaper headlines -- retirement concept

Keep an eye on where it goes, as some destinations may be better than others.

Provided by Reeve Conover – Conover Consulting

You can probably envision how most of your retirement money will be spent. Much of it will be used on living expenses, health care expenses, and, perhaps, debt reduction. Beyond the basics, you will unquestionably reserve some of those dollars for grand adventures and great experiences. If your financial situation permits, you may also contribute to charity.

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Combining Your Finances When You Marry

Just Married cloud word with a blue sky

How separate (or intertwined) should your financial lives be?

Provided by Reeve Conover – Conover Consulting

Some spouses share everything with each other – including the smallest details of their personal finances. Other spouses decide to keep some individual financial decisions and details to themselves, and their relationship is just fine.

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Index Funds – should that be the only choice in your 401k plan?

 

401k with pen on top

Fees matter.  Expenses matter.  And as your plans’ Trustee, you have a fiduciary responsibility to determine that all fees are “reasonable and necessary” for the proper operation of your plan.  Index funds are generally lower-priced, so shouldn’t that be the only thing you offer?

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When Someone Dies Without a Will

Last will and testament

Where do things proceed from that point?

Provided by Reeve Conover – Conover Consulting

Every day, people die intestate. In legalese, that means without a will. This opens the door for the courts to decide what happens with their estates.

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Reeve Conover is a Registered Representative. Securities offered through Cambridge Investment Research, Inc., a Broker/dealer member FINRA/SPIC. Cambriudge and Conover Consulting are not affiliated. Licensed in SC, NC, NY, CT, NJ, and CA.
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