Tag: Tax Planning

• Short-Term or Long-Term Rentals? How To Determine Which Rental Strategy Is Best For Your Financial Plan.

  Getting into real estate investing has become more complicated over the last few decades. Traditionally, real estate investors would rent properties to tenants as long as they could pay the rent. With the rise of companies like Airbnb and VRBO, there is a whole new class of investing within real estate, namely the short-term rental…

  TC Falkner

  July 17, 2026

  financial-planning, Investments, Real Estate, Tax Strategy

  financial-planning, Investments, Long-Term Rentals, personal-finance, Real Estate, Short-Term Rentals, Tax Planning, Tax Strategy

• Should you plan for Generosity? Three Reasons to Build Giving into Your Financial Plan.

  For some people, financial generosity or giving can be a sore subject, but for others, it can be all that they talk about. Regardless of someone’s level of generosity, most people would tell you they prefer to be more generous. Even though most people’s “giving plan” is a reactive check when a friend or colleague…

  TC Falkner

  November 7, 2025

  Cash Flow, Estate Planning, Giving Strategy, Tax Strategy

  Cash Flow, Estate Planning, Giving, personal-finance, Tax Planning, Tax Strategy