Gain valuable insights and stay on track towards your financial goals.
Should I take RMD end of the year or monthly?
Should I take RMD end of the year or monthly? I typically take my Required Minimum Distribution (RMD) from my IRA in December to give...
Read MoreFourth Quarter 2023 Market Newsletter
Read the full Fourth Quarter 2023 Market Newsletter HERE EXECUTIVE SUMMARY
Read MoreDo I have too much risk in my retirement savings?
Q. Do I have too much risk in my retirement savings? I have always managed my own portfolio with mutual funds. I have about $1.2...
Read MoreDo I need an LLC for an Airbnb real estate business?
Q. Do I need an LLC for an Airbnb real estate business? I am thinking about starting an Airbnb business with a house I’ve been...
Read MoreCan I attach conditions to gifts of money to my kids?
Q. Can I attach conditions to gifts of money or just put it in IRAs for my children?I want to start gifting money for estate...
Read MoreBest passive income ideas for 2023 (Deva Panambur Quoted)
By Maddie Panzer ,Farran Powell, Alana Rudder Original Article by USA Today is HERE Key points As the world evolves, so do the opportunities to...
Read MoreShould you have real estate or REITs in your portfolio?
Q. Real estate investments, given high interest rates, make me think twice. Should you have real estate or REITs in your portfolio now, or are...
Read MoreThird Quarter 2023 Market Newsletter
CLICK HERE TO READ THE FULL NEWSLETTER EXECUTIVE SUMMARY
Read MoreBuy or rent a house?
Q. Buy or Rent a house? My kids are out of the house and it’s bigger than we need. But we don’t really want to...
Read MoreDeva Panambur was interviewed by FeeOnlyNetwork.com on APRIL 24, 2023
Interview by FeeOnlyNetwork.com What steps do you take so that clients are assured that your fees are transparent? We initially discuss with clients how they...
Read MoreHow much to save before you can stop working?
Q. I’m 53 and saving for retirement. I’ve set aside enough for college for my two kids and I only have a mortgage. How can...
Read MoreSecond Quarter 2023 Market Newsletter
CLICK HERE for the entire newsletter EXECUTIVE SUMMARY
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