Jul 1, 2026 12:29:14 PM by Kingsview Wealth

Ask Tim: Sell the Business, Then Make the Cash Behave

July 4th is probably one of my favorite Federal holidays. But if I’m being honest, August 2nd deserves a ...

Ask Tim: Sell the Business, Then Make the Cash Behave

July 4th is probably one of my favorite Federal holidays. But if I’m being honest, August 2nd deserves a ...
Jul 1, 2026 12:29:14 PM
Kingsview Wealth Kingsview Wealth

Quick Answers: Will vs. Trust — Which Fits Your Situation?

A will and a trust both answer the same basic question: what happens to your money, property, and ...
Jul 1, 2026 9:42:34 AM
Kingsview Wealth Kingsview Wealth

The Household CFO Problem: What Happens When One Spouse Knows Everything

A household financial plan should not depend on one person being alive to explain it.
Jun 30, 2026 10:37:39 AM
Kingsview Wealth Kingsview Wealth

Market Flash: Inflation and the World Cup Heat Up

U.S. stocks bounced Monday, with the S&P 500 up 1.2%, the Nasdaq up 2.1%, and the Dow up 0.6%, recovering ...
Jun 30, 2026 9:58:16 AM
Kingsview Wealth Kingsview Wealth

Quick Answers: Should You Take Social Security at 62, 67, or 70?

The question appears simple, although the implications are anything but. Social Security is one of the few ...
Jun 24, 2026 12:27:45 PM
Kingsview Wealth Kingsview Wealth

Ask Tim: The True Cost of Being a Las Vegas Raiders Fan

Summer has arrived, which means the calendar is full of camp gear, baseball scores, sunscreen arguments, and ...
Jun 24, 2026 10:25:56 AM
Tim Lux, CFP®, CPFA® Tim Lux, CFP®, CPFA®

Market Flash: Warsh Grabs the Wheel, AI Hits a Pothole, and Shinnecock Gets Loud

U.S. equities lost altitude Tuesday as selling centered on semiconductors, AI infrastructure names, and other ...
Jun 23, 2026 4:40:07 PM
Kingsview Wealth Kingsview Wealth

Ask Tim: Can I Sell My Rental, Use a DST, and Retire From Being a Landlord?

It’s peak “I am tired of dealing with this property” season. A rental that felt clever at 52 can feel like a ...
Jun 17, 2026 4:00:51 PM
Tim Lux, CFP®, CPFA® Tim Lux, CFP®, CPFA®

Quick Answers: 3 Smart Ways to Reduce Taxes After a Business Sale

A business sale can trigger several layers of taxation: capital gains, depreciation recapture, and ...
Jun 16, 2026 3:23:16 PM
Kingsview Wealth Kingsview Wealth

Beyond The Gala Table: Charitable Giving Strategies For High-Net-Worth Families

For high-net-worth families, charitable giving eventually becomes part of the family’s financial architecture.
Jun 16, 2026 2:33:08 PM
Kingsview Wealth Kingsview Wealth