Library

Published work and a sample plan

Read Rich's writing and see what a full financial plan looks like. Everything here is viewable in your browser.

Published Article

Five Strategies That Reduce Capital Gains Taxes on Highly Appreciated Real Estate

Advanced, Internal Revenue Code sanctioned strategies that can defer, mitigate, or reduce taxes on the sale of highly appreciated investment real estate.

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Specimen Plan

Specimen Financial Plan, Based on a Real Case

An anonymized example of a comprehensive plan, showing the depth of analysis behind flat-fee, advice-only planning for real estate owners.

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Rental Performance

Rental Property Cash Flow Model

A sample cash flow model showing how a rental property's operating performance is evaluated before comparing keep, sell, refinance, or exchange alternatives.

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