A Bailout for Banks, Again? Well, Kind Of 03.24.2023

Following the deep wounds created by the still-fresh memory of the Global Financial Crisis (GFC) of 2007-2008, many are wondering if another bailout for banks is as regulators attempt to stave off a banking crisis that has spread across global markets. This is leading people to rightly wonder: Has this created a moral hazard? Moral hazard is when you knowingly take a …

9 Tax Strategies Real Estate Investors Wish They Had Known Season 1, Episode 3

In this episode Megan Miller and Joseoh Eschleman talk about the 9 tax strategies real estate investors must know.  As Towerpoint Wealth’s President and founder, Joseph provides customized financial planning and strategic wealth management counsel. In building an impressive 21 year career, he continues to help a select group of successful individuals, business owners and …

Do you need to pay taxes on money given to you in a will? 03.20.2023

Towerpoint Wealth’s President, Joseph Eschleman, was the go-to financial expert on ABC10 News’ March 20 feature story. A guest on ABC10’s Dollars and Sense segment, Joseph explained the four different taxes people need to be aware of when they inherit money through an estate, revocable trust, or will: estate taxes, gift taxes, inheritance taxes, and income taxes. “Nine times out …

The Necessary Evils of Investing: Taxes and Expenses  03.18.2023

Are income taxes dragging you and your portfolio down, and at the same time reducing your real overall return?  Do you know how much you are paying in fees and investment expenses?   As an investor, what exactly are you supposed to do to reduce and manage expenses and income taxes? They are unavoidable, and will …

Investing Like The Best – Warren Buffett! 03.10.2023

Investing like the best is oftentimes simple, but not necessarily easy. It’s important to be prudent and disciplined, and one way to do this is to try to understand and embrace the mindset, outlook, wealth-building, and wealth-protecting philosophies of Warren Buffett. As the Chairman of the Board for Berkshire Hathaway (NYSE: BRK), Buffett pens his Chairman’s Letter every year, highlighting BRK’s annual shareholder …