Explore more resources from 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
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
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
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
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
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 ...
Jun 16, 2026, 2:33:08 PM
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
How DSTs Help Real Estate Owners Step Away — Without Generating a Massive Tax Bill
The offer looks good until the tax estimate lands.
Jun 9, 2026, 11:18:01 AM
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