Explore more resources from Kingsview Wealth:
Ask Tim: The Estate Plan Made Sense Until It Became Real
For some, summer is a fun-filled season packed with vacations, concerts, festivals, and days at the beach. ...
Aug 12, 2026, 1:30:49 PM
Tim Lux, CFP®, CPFA®
Ask Tim: Did Payroll Just Steal My Tax Break?
After two weeks on the road, navigating the dense wildfire smoke in Northern Michigan and the blistering heat ...
Jul 29, 2026, 10:20:36 AM
Tim Lux, CFP®, CPFA®
Ask Tim: My Kid’s Etsy Art Empire Wants a Roth IRA
By this point in summer, the grill has seen too much corn, the kids have invented six fresh ways to leave ...
Jul 7, 2026, 2:54:18 PM
Tim Lux, CFP®, CPFA®
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®
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®
Ask Tim: I Want to Kill the Mortgage, but My Spouse Wants to Keep the Cash
Summer has a funny way of turning small bills into big debates. The grill needs propane, the air conditioner ...
Jun 10, 2026, 3:06:01 PM
Tim Lux, CFP®, CPFA®
Ask Tim: Selling the Family Business Without Blowing Up Holiday Gatherings
The family business. The estate plan. The charitable gift that sounded simple until taxes entered the room.
Jun 3, 2026, 1:45:10 PM
Tim Lux, CFP®, CPFA®
Ask Tim: Trust Trouble, 401(k) Timing, and Keeping Retirement Decisions Clear
We’re back this week. The sun is shining. The temps are moving towards prime “skip out of work for a Cubby ...
May 20, 2026, 4:47:13 PM
Tim Lux, CFP®, CPFA®