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Retirement Options for a Real Estate Investor

As an investor, you have likely heard that investing in real estate can be a great way to build long-term wealth potential. However, as you prepare for retirement, it is important to understand the various types of retirement options that may be available to you as a real estate investor, and how to structure your investments to help manage taxes. In this blog post, we will explore various retirement strategies available and tax strategies that can help you manage your tax liability.

Financial Planning Financial Advisor DST Diversification 1031 Exchange Estate Planning Tax Planning Annuities Asset Preservation Retirement Planning 401k Tax Management Qualified Opportunity Zones Opportunity Zones Alternative Investments Oil & Gas By on Apr 07, 2023

Important Insurance Tips for Young Adults

The transition into adulthood brings many exciting milestones. Whether you’re moving out on your own, starting a new career, or even starting a family, you’ll enjoy new freedoms and new responsibilities. As you step out on your own and start to accumulate assets, it’s important to have insurance in place to help protect them.

Financial Planning Financial Advisor Tax Planning Life Insurance 401k Tax Management By on Sep 30, 2021

Don't Let Your Breakup Break the Bank: Financial Independence After Divorce

No one goes into a marriage expecting it to end in divorce. Sadly, despite their best efforts, many couples face this reality. Not only is the end of a marriage emotionally devastating, but the after-effects can have a major impact on each partner’s financial life. As you navigate through your divorce, it’s important to gain a clear picture of your current financial situation. Then, you’ll be able to take steps to help minimize the negative effects of this major life change. Finding financial in...

Retirement Financial Planning Financial Advisor Diversification Tax Planning Retirement Planning 401k Tax Management By on Sep 14, 2021

Tips for Handling Your Retirement Plan After Leaving Your Job

If you're like most people, your 401(k) or employer-sponsored retirement plan is one of your biggest assets. When you leave your job, it's important to make smart decisions about what to do with the money in your retirement account. Should you roll your 401(k) into an IRA? Should you leave it where it is? Maybe you should cash it out so you can finally take that dream vacation!

Retirement Financial Planning Financial Advisor Retirement Planning 401k By on Nov 30, 2020