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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

An Introduction to Alternative Investments

If you’ve been wondering whether alternative investments are a good idea for your portfolio, you’re not alone. Many investors are frustrated with current market conditions, leading them to seek out other investment options. While alternative investments offer many potential benefits, they’re not suitable for every investor. Before adding them to your portfolio, it’s essential to understand precisely what you’re getting into. Here’s what you need to know.

Financial Planning Financial Advisor DST Diversification 1031 Exchange Tax Management By on Aug 31, 2021

Acronyms and Initials: Understanding TICs and DSTs

Mention the words "investment property owners," and what might come to mind are mom and pop landlords who own a rental property or two. They may have come to enjoy the steady income their investment produces, but they also might be exhausted from all their maintenance and management responsibilities. However, they have other ownership options, such as the Tenancy-In-Common (TIC) and Delaware Statutory Trusts (DST) structures, if suitable.

Financial Planning Financial Advisor DST 1031 Exchange By on Aug 17, 2021

Preserve Your Agricultural Assets with a 1031 Exchange

If you own a piece of agricultural property, like a ranch or farmland, you may at some point decide it’s no longer right for you. Selling your property outright can cause you to owe thousands of dollars in capital gains taxes, significantly reducing the amount of proceeds from the sale.

Financial Planning Financial Advisor DST 1031 Exchange By on Aug 02, 2021

5 Critical Steps to Avoiding a Failed Exchange

If you’re thinking about selling your investment property, a 1031 exchange could potentially save you thousands of dollars in taxes. Although engaging in a 1031 exchange isn’t difficult, the process itself is fairly complex. You must ensure you follow a strict set of rules and meet all of the deadlines. Otherwise, you could cause the exchange to fail, lose the tax-favored status, and end up with a large bill from the IRS.

Financial Planning Financial Advisor DST 1031 Exchange By on Jul 19, 2021

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