Derek Brown

Derek Brown

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The goal of this page is to act as a conduit of relevant financial information, inspiration, and thought provoking content. |COMPLIANCE:2018-7532|

All questions are welcome and encouraged. No obligation consultations are available via online or in-person appointment.

Perspective | How a grandparent-owned 529 account affects need-based financial aid 11/13/2018

Perspective | How a grandparent-owned 529 account affects need-based financial aid How grandparents can manage 529 withdrawals to minimize the impact on financial aid.

Tips for Planning a Voluntourism Trip 11/12/2018

Tips for Planning a Voluntourism Trip Read these tips and suggestions before organizing a voluntourism or charitable trip to make sure it will be meaningful.

10 Legal Mistakes Every Startup Should Avoid Making - Small Business Trends 11/08/2018

10 Legal Mistakes Every Startup Should Avoid Making - Small Business Trends If you are on your first venture, startup legal issues can end up derailing your dreams. Here are 10 mistakes you should avoid to protect that dream.

Perspective | Should you start saving for college even before your child is born? 11/06/2018

Perspective | Should you start saving for college even before your child is born? The earlier you start investing, the longer the money has to grow

The surprising reason Renaissance Dallas Hotel is spending millions to rip out bathtubs 11/05/2018

The surprising reason Renaissance Dallas Hotel is spending millions to rip out bathtubs Some North Texas hotels undergoing multimillion-dollar renovations are updating the smallest portion of the hotel room based on a new reality:...

The problem with housing is prices have recovered but demand hasn't: Real estate mogul Sam Zell 11/04/2018

The problem with housing is prices have recovered but demand hasn't: Real estate mogul Sam Zell "We're dealing with a changed housing market," the billionaire investor says.

Whopping 62 percent of jobs don't support middle-class life after accounting for cost of living 10/31/2018

Whoa!

Whopping 62 percent of jobs don't support middle-class life after accounting for cost of living More than 60 percent of jobs don't pay enough to support middle-class lifestyle after factoring in metro area's cost of living.

San Francisco Tech Billionaires Go to War over Homelessness 10/30/2018

A very interesting debate...curious to know what is going to happen here in Portland. Anyone from around here most definitely can tell that we have got to figure something out ASAP. There are so many people in need of help in so many ways that we can't just keep "sweeping the problem under a rug"...

San Francisco Tech Billionaires Go to War over Homelessness Salesforce's Marc Benioff and Square's Jack Dorsey line up on opposite sides of a proposed tax on businesses to fund homeless programs.

3 tips to avoid running out of money in retirement 10/30/2018

If you fail to plan, you plan to fail.

3 tips to avoid running out of money in retirement Here's a terrifying topic: running out of money in retirement. It’s commonplace, lasts years and is a scarier than any Halloween horror film.

Apple Pie Cupcakes 10/29/2018

Anyone who knows me well will know that I have quite the sweet tooth...while I have been taking measures to correct this I have to say that this item here will have an exemption clause in my new plan LOL.

Apple Pie Cupcakes Apple Pie Cupcakes with Salted Caramel. Soft, nutty, rich in flavor and truly unforgettably delicious. Like eating apple pie.

Savvy Senior: The tax credit that lets you double-dip on retirement savings 10/29/2018

Savvy Senior: The tax credit that lets you double-dip on retirement savings DEAR SAVVY SENIOR: What can you tell me about the retirement saver’s tax credit?

Georgia is Cracking Down on Instagram Bros Registering Supercars in Montana to Avoid Taxes 10/29/2018

Interesting...

Georgia is Cracking Down on Instagram Bros Registering Supercars in Montana to Avoid Taxes The Montana license plate scam is a way for owners of high-end luxury to avoid paying sales tax by simply opening an LLC in Montana—which doesn’t charge car sales tax—and registering cars there. But the state of Georgia feels that this is cheating, so they’re cracking down. Here’s VinWiki....

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