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

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®

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 ...
Jun 16, 2026, 2:33:08 PM
Kingsview Wealth Kingsview Wealth

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® Tim Lux, CFP®, CPFA®

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
Kingsview Wealth Kingsview Wealth

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® Tim Lux, CFP®, CPFA®

Questions to Ask a Financial Advisor Before Investing

Your retirement date is approaching, the 401(k) statement looks substantial, and the retirement calculator ...
Jun 3, 2026, 1:00:00 AM
Kingsview Wealth Kingsview Wealth