What Should You Do With Those Benjamins?

DST 1031 Exchanges Are Ideal For These 4 Real Estate Investors

14 May 2020
 Categories: , Blog

Are you a part-time real estate investor? Many Americans use real estate as an important part of their portfolio or retirement plans. But owning and managing a property can also take a lot of work and include serious risks. In some cases, a different type of real estate investment plan might be a better choice. And for more and more people, a DST 1031 property is the answer. DST 1031 properties stand for Delaware Statutory Trust involving so-called '1031' properties, otherwise known as 'like-kind exchanges'. Read More …

Which Type Of IRA Is Right For Your Retirement Planning?

13 May 2020
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An individual retirement account (IRA) is a tool that anyone can use as a form of retirement investing. The key to using an IRA is selecting the right one, though. The other key is contributing as much money as you can to the account over time. If you are not sure which type of IRA you should choose for your retirement planning, here are several things you should know about your options. Read More …

3 Types Of Financial Advice You May Need To Seek

5 May 2020
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Do you ever have questions about your budget or anything else financially related? If so, have you considered seeking advice from a financial planner? Financial planners provide expert advice on financial topics, and here are three of the primary types of financial advice they offer. Advice About Your Debt and Budget Some people need advice about budgeting or managing debt, and turning to a financial planner is an excellent solution for these questions. Read More …

How to Tell If Credit Repair Is Right for You

24 April 2020
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Bad credit can have a big impact on your life. It may feel impossible for you to take control of your finances and get ahead when you have bad marks on your credit history. If you're in this situation, you may be wondering if you should explore options like credit repair. Credit repair companies help many people fix bad marks on their credit so they can get ahead again. Keep reading to learn how to tell if credit repair is right for you: Read More …

3 Reasons Investment Management Technology Matters During Market Shifts

22 April 2020
 Categories: , Blog

Recent global events have wreaked havoc on stock markets across the world. In times of significant market shifts, having access to an investment management technology can mean the difference between protecting your personal wealth and taking a big loss. It is more critical than ever to work with an investment professional during a market shift. Your investment manager can provide you with access to the technology you need to keep a watchful eye on your investments during times of uncertainty and sudden market changes. Read More …
About Me
What Should You Do With Those Benjamins?

So, you're earning plenty of money. You should be happy and secure, right? Unfortunately, not everyone in your position is as happy and secure as you would hope. There is more to money than simply earning it. Once it is in your account, you need to manage it well. A financial planner is a professional who can help you with that. They can help you choose the best savings accounts, investments, and retirement saving strategies for your unique financial situation. Here on this website, we give you an up-close look at the world of financial planning so you can feel prepared to dive in. Read and learn.

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