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Case of the Week

Personal cases related to finances, personal planning and charitable giving.

Exit Strategies for Real Estate Investors, Part 14

May 29, 2026
Karl was a man with the golden touch. Throughout his life, it seemed every investment idea that he touched turned to gold. Karl’s passion was real estate and he was very successful in his investments.
 
Karl continued to buy and sell real estate at the age of 85. His latest venture...

Exit Strategies for Real Estate Investors, Part 13

May 22, 2026
Karl was a man with the golden touch. Throughout his life, it seemed every investment idea that he touched turned to gold. Karl’s passion was real estate and he was very successful in his investments.
 
Karl continued to buy and sell real estate at the age of 85. His latest venture...

Exit Strategies for Real Estate Investors, Part 12

May 15, 2026
Karl was a man with the golden touch. Throughout his life, it seemed every investment idea that he touched turned to gold. Karl’s passion was real estate and he was very successful in his investments.
 
Karl continued to buy and sell real estate at the age of 85. His latest venture...

Exit Strategies for Real Estate Investors, Part 11

May 8, 2026
Karl was a man with the golden touch. Throughout his life, it seemed every investment idea that he touched turned to gold. Karl’s passion was real estate and he was very successful in his investments.

Karl continued to buy and sell real estate at the age of 85. His latest venture...

Exit Strategies for Real Estate Investors, Part 10

May 1, 2026
Karl was a man with the golden touch. Throughout his life, it seemed every investment idea that he touched turned to gold. Karl’s passion was real estate and he was very successful in his investments.
 
Karl continued to buy and sell real estate at the age of 85. His latest venture...

Exit Strategies for Real Estate Investors, Part 9

April 24, 2026
Karl was a man with the golden touch. Throughout his life, it seemed every investment idea that he touched turned to gold. Karl’s passion was real estate, and he was very successful in his investments.
 
Karl continued to buy and sell real estate at the age of 85. His latest venture...

Exit Strategies for Real Estate Investors, Part 8

April 17, 2026
Karl was a man with the golden touch. Throughout his life, it seemed every investment idea that he touched turned to gold. Karl’s passion was real estate, and he was very successful in his investments.
 
Karl continued to buy and sell real estate at the age of 85. His latest venture...

Exit Strategies for Real Estate Investors, Part 7

April 10, 2026
Karl was a man with the golden touch. Throughout his life, it seemed every investment idea that he touched turned to gold. Karl’s passion was real estate and he was very successful in his investments.
 
Karl continued to buy and sell real estate at the age of 85. His latest venture...

Exit Strategies for Real Estate Investors, Part 6

April 3, 2026
Karl was a man with the golden touch. Throughout his life, it seemed every investment idea that he touched turned to gold. Karl’s passion was real estate and he was very successful in his investments.
 
Karl continued to buy and sell real estate at the age of 85. His latest venture...

Exit Strategies for Real Estate Investors, Part 5

March 27, 2026
Karl was a man with the golden touch. Throughout his life, it seemed every investment idea that he touched turned to gold. Karl’s passion was real estate, and he was very successful in his investments.
 
Karl continued to buy and sell real estate at the age of 85. His latest venture...

Exit Strategies for Real Estate Investors, Part 4

March 20, 2026
Karl was a man with the golden touch. Throughout his life, it seemed every investment idea that he touched turned to gold. Karl’s passion was real estate and he was very successful in his investments.
                               
Karl continued to buy and sell real estate at the age of 85. His latest venture...

Exit Strategies for Real Estate Investors, Part 3

March 13, 2026
Karl was a man with the golden touch. Throughout his life, it seemed every investment idea that he touched turned to gold. Karl’s passion was real estate and he was very successful in his investments.
                               
Karl continued to buy and sell real estate at the age of 85. His latest venture...

Exit Strategies for Real Estate Investors, Part 2

March 6, 2026
Karl was a man with the golden touch. Throughout his life, it seemed every investment idea that he touched turned to gold. Karl’s passion was real estate and he was very successful in his investments.
 
Karl continued to buy and sell real estate at the age of 85. His latest venture...

Exit Strategies for Real Estate Investors, Part 1

February 27, 2026
Karl was a man with the golden touch. Throughout his life, it seemed every investment idea that he touched turned to gold. Karl’s passion was real estate and he was very successful in his investments.
 
Karl continued to buy and sell real estate at the age of 85. His latest venture...

Lucky Lucy Lindstrom's Flood Recovery Plan

February 20, 2026
Lucky Lucy finished college and headed west. She started as a financial analyst with a large company in Seattle. After just four years, she became a Registered Investment Advisor (RIA) and began advising clients. Lucy also managed her own investments. With her keen insight into financial markets, Lucy soon began...

Lucky Lucy's Foundation Goes Public

February 13, 2026
Lucky Lucy finished college and headed west. She started as a financial analyst with a large company in Seattle. After just four years, she became a Registered Investment Advisor (RIA) and began advising clients. Lucy also managed her own investments. With her keen insight into financial markets, Lucy soon began...

Lucky Lucy Pays Tax on "Northern Long Shot II" Foundation Income

February 6, 2026
Lucky Lucy finished college and headed west. She started as a financial analyst with a large company in Seattle. After just four years, she became a Registered Investment Advisor (RIA) and began advising clients. Lucy also managed her own investments. With her keen insight into financial markets, Lucy soon began...

Lucky Lucy Asks If "Northern Long Shot" Can Lobby

January 30, 2026
Lucky Lucy finished college and headed west. She started as a financial analyst with a large company in Seattle. After just four years, she became a Registered Investment Advisor (RIA) and began advising clients. Lucy also managed her own investments. With her keen insight into financial markets, Lucy soon began...

Lucky Lucy's "Northern Long Shot" Charity Diversifies

January 23, 2026
Lucky Lucy finished college and headed west. She started as a financial analyst with a large company in Seattle. After just four years, she became a Registered Investment Advisor (RIA) and began advising clients. Lucy also managed her own investments. With her keen insight into financial markets, Lucy soon began...

Lucky Lucy's "Northern Long Shot" Charity

January 16, 2026
Lucky Lucy finished college and headed west. She started as a financial analyst with a large company in Seattle. After just four years, she became a Registered Investment Advisor (RIA) and began advising clients. Lucy also managed her own investments. With her keen insight into financial markets, Lucy soon began...