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Social Security Benefits

Did you know that if you are receiving Social Security Benefits, you may have to pay federal income tax on a portion of these benefits? Financial Professional, Jeff Bangerter discusses how the amount you must pay will depend on your specific income and filing status.

Market Update Financial Advisor Stock Market Wall Street Economic Update By on Jul 08, 2021

New Messaging from the Federal Reserve

Financial professional, Jeffrey Bangerter explains how new messaging from the Federal Reserve on interest rates and inflation last week led to a broad retreat in stock prices.

Market Update Financial Advisor Stock Market Wall Street Economic Update By on Jul 06, 2021

Understanding the 1031 Exchange

If you’re considering making changes to your investment property portfolio, a 1031 exchange could potentially save you thousands of dollars. This transaction, which gets its name from Section 1031 of the IRS tax code, allows investors to defer capital gains taxes on the sale of an investment property by swapping for a “like-kind” replacement property. While there are many potential benefits of engaging in a 1031 exchange, it’s also a fairly complex process. This makes it critical to understand a...

Financial Planning Financial Advisor DST 1031 Exchange By on Jun 30, 2021

Children or Grandchildren with Part-Time Summer Jobs

Children and Grandchildren are taking advantage of the summertime to earn a little extra income before returning to the school year. Financial professional, Jeff Bangerter discusses some tax tips to understand the implications of summer jobs.

Financial Planning Financial Advisor Tax Planning Economic Update Tax Tips By on Jun 25, 2021

Mixed Stocks Await Consumer Price Index

The Consumer Price Index (CPI) release on Thursday, June 17th, 2021 created anxious investors. Financial professional, Jeff Bangerter explains the CPI and the increase in inflation that exceeded most expectations.

Market Update Financial Advisor Stock Market Wall Street Economic Update By on Jun 22, 2021

A Helpful Guide to Making Confident Financial Decisions

We believe financial success is all about finding balance. It’s important to make suitable decisions and save for the future. However, you still need to enjoy the present moment and live a life that makes you happy.  While this is an ongoing challenge, a few key lifestyle choices can make a big difference. Making good choices when it comes to your home, vehicles, and vacations can help you enjoy today while still building a solid foundation for your future. Here's a closer look at these importan...

Retirement Financial Planning Financial Advisor Tax Planning Retirement Planning By on Jun 14, 2021

The Future of the 1031 Exchange Has Yet to Unfold

A potential change to the Internal Revenue Code that President Biden touted during his campaign last year just moved a giant step closer to reality. The 100-year-old IRC Section 1031 may be headed to the gallows, and participants across all sectors of the real estate industry are preparing for a fight.

Market Update Retirement Financial Planning Financial Advisor DST 1031 Exchange Tax Planning Retirement Planning Economic Update By on Jun 01, 2021

Retirement Questions for Educators

As an educator with a passion for your career, you may have mixed feelings about retirement. Not only is it difficult to leave a profession you truly love, but, if you’re like most Americans, you’re likely also concerned about whether you can actually afford to retire. While it’s common for educators to delay their retirement planning, starting early creates many benefits. Not only will it allow you to fully understand the position you’re in right now, but it will also allow you to develop strat...

Financial Planning Financial Advisor Retirement Planning By on May 24, 2021

Women and Investing

There was a time when men handled all of a family’s financial affairs. However, many of today’s women earn their own money and take care of their own finances. Despite being financially savvy, women may also face unique challenges. Whether you’re single or with a partner, have children, or are starting to plan for your retirement, knowing what to watch out for will help you take control of your financial future. Here’s a closer look at four important financial roadblocks women face.

Financial Planning Financial Advisor By on May 07, 2021

Investor Interest in Opportunity Zones Accelerates

Opportunity Zone investing appears to be finally hitting its stride among taxpayers seeking to defer capital gains taxes on a wide array of assets. Some might argue the estimated $75 billion1 invested in Qualified Opportunity Zone Funds (QOFs) as of August 2019 falls short of the optimistic estimates when the Opportunity Zone Program rolled out as part of the 2017 Tax Cuts and Jobs Act.    While the coronavirus pandemic in 2020 may have suppressed investor interest, the program now appears to be...

Financial Planning Financial Advisor Qualified Opportunity Zones Opportunity Zones QOZ By on Apr 14, 2021