Category: Estate

Elder Financial Abuse Epidemic

There have been reports that so-called “elder abuse” in a financial context is on the rise, costing elderly Americans an estimated $36 billion last year

February 9, 2022

Estate Management Checklist

Estate planning can be complicated. To simplify the process, here are 9 questions that should be on your estate management checklist to ease the process for

December 7, 2022

Tax and Estate Strategies for Married LGBTQ+ Couples

The 2015 Obergefell v. Hodges Supreme Court decision streamlined tax and estate strategizing for married LGBTQ+ couples. If you are filing a joint tax return for

December 7, 2022

Executor Pitfalls

A friend or relative asks you to be their executor of estate. What, exactly, are they asking you to do? An article on the NerdWallet website

February 15, 2022

The Truth About Recessions

You know that a recession is coming, though the day and the hour is unknown even to the most savvy and information-infused economists. So it

December 1, 2022

Business Planning

rF Live Broadcast Valorie Schwarzmann with Homeport

Last Friday, we had the pleasure to talk with Valorie Schwarmann, CFO and Senior Vice President of Homeport, a non-profit housing developer. Valorie oversees the

February 24, 2022

Estate

The Millennial Housing Crisis

The Rent That Will Not Stop Rising Since May of 2016, the median rent in the United States rose almost 2.8 percent to an average

December 7, 2022

Estate

Last Call for HARP

Last Call for HARP One of the most beneficial consumer rescue programs from the Great Recession era is about to expire. The Home Affordability

May 18, 2022

Estate

Test Your Estate Strategy Knowledge

Resources Disclosures This article was written for information purposes only and its content should not be construed by any consumer and/or prospective client as rebel Financial’s solicitation

May 26, 2022

Four Steps to Valuing an Estate

Determining the value of an estate is a fundamental first step in estate management and a critical requirement for settling a decedent’s estate.¹ HOW TO

May 25, 2022

rebel Financial is a Registered Investment Advisor that provides retirement planning, estate planning, financial planning, and investment management services to individual and institutional clients. To get a more detailed description of the company, its management, and practices, view our (form ADV, Part2A) and Disclosures.
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