The Trinity Study and the Value of a Financial Advisor
Friday, March 22
Achieving financial freedom is a common aspiration, yet navigating the complexities of investment and retirement planning can be overwhelming. In the pursuit of a secure financial future, many turn to research and expert advice. One cornerstone study that has shaped retirement planning strategies...
Decoding Social Security: Starting at 62 vs. Delaying Until 70
Wednesday, March 20
Social Security is a critical component of retirement planning, providing financial support to millions of Americans. One of the key decisions retirees face is when to start receiving their Social Security benefits. The age at which you choose to begin collecting benefits can have a significant i...
Harnessing the Power of Depreciation
Monday, March 18
Harnessing the Power of Depreciation: A Game-Changer for Real Estate Investors Depreciation, often seen as a mundane accounting concept, holds a hidden power that real estate investors can leverage to their advantage. Understanding and strategically utilizing depreciation can significantly impact...
Crafting Your Legacy: The Keys to an Effective Estate Plan
Friday, March 15
An estate plan is a crucial aspect of financial planning that ensures your assets are distributed according to your wishes after your passing. A well-thought-out estate plan not only provides peace of mind but also helps minimize potential conflicts among heirs and beneficiaries. Let's explore th...
Navigating Inherited Stock: Understanding Step-Up in Cost Basis
Wednesday, March 13
Inheriting stocks can be both a bittersweet and financially intricate experience. While the passing of a loved one brings about emotional challenges, inheriting assets like stocks introduces its own set of financial considerations. Among these considerations is the concept of the step-up in cost ...
SEP IRA vs. Solo 401(k) for Real Estate Agents
Tuesday, March 12
As a real estate agent working under a 1099 contract, planning for retirement might not be at the forefront of your mind amidst the hustle and bustle of property transactions and client meetings. However, securing your financial future is crucial, and choosing the right retirement plan is a pivot...