Financial Tips

Check out our weekly financial planning tips.

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LATEST ARTICLE

What is a 1031 exchange?

Today we’re introducing yet another financial term (we know, there are so many) called a 1031 exchange, which is a strategic method to sell your investment properties while sidestepping those looming capital gains taxes.  Let’s paint a picture: you’ve got a property that’s been a steady earner for 15 years, but retirement is on the…

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You should replace your annuity

Today, we’re going over why you should love and hate annuities at the same time. Annuities over the years have…

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Can I afford to get a Rolls Royce on my 65th birthday?

Everyone has that one thing they’ve always wanted their entire life. What’s yours? Maybe a Rolex watch or a closet…

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What will you do once income stops?

In today’s fast-paced world, where ensuring financial stability becomes tricky the moment income stops, retirement planning transforms from a distant…

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