If you want to add investment real estate to your diversified portfolio, you’re going to want to know what a 1031 Exchange is. While the rules and regulations for this tactic can get complicated, understanding the basic concepts will help you decide if this strategy is right for you. Let’s look at what a 1031… Read More What is a 1031 Exchange?
As an executive, it’s likely that you’re feeling pressure to put together an estate plan. Because of the unique way you may be compensated as an executive, there are details to identify that not everyone else needs to focus on. Your accumulation of assets is more than likely in a variety of contexts, including real… Read More Estate Planning for Executives
Do you have a long-lost retirement account left with a former employer? Maybe it’s been so long that you can’t even remember? With over 24 million “forgotten” 401(k) accounts holding roughly $1.35 trillion in assets, even the most organized professional may be surprised to learn of their unclaimed “found” money.1 What are “Forgotten” Retirement Accounts? … Read More Find That Lost 401(k)!
Have you ever set a financial goal for yourself with the best of intentions, only to find yourself derailed after a few months? If so, you’re not alone. Just look at how many people start the New Year off with a brand-new gym membership, only to stop going after a few months. Let’s get back… Read More Investment Strategy: Setting Financial Goals
What to Expect at Your First Meeting and Beyond Once you’ve found an advisor (or two) to meet with, have a game plan for the first meeting. Be prepared for the types of questions your advisor will ask you so that you can be ready with useful information. This will help ensure the meeting is… Read More A Guide to Determining If You Should Work With a Financial Advisor [Part III]
Determining & Choosing the Right Advisor Step 1: Determining the Advisory Relationship For You So, you’ve considered your financial situation and the potential benefits of working with a financial advisor. Now it’s time to determine what type of advisory relationship is best for your individual situation, lifestyle, and goals. There are three main types of… Read More A Guide to Determining If You Should Work With a Financial Advisor [Part II]
At times, it can feel as if the odds of being financially stable are stacked against you. Between bills, college loans, rising home costs, and a challenging job market keeping your head above water can be overwhelming. A top source of stress for many is the challenge to save money for retirement. At a close… Read More A Guide to Determining If You Should Work With A Financial Advisor [Part I]
Are you prepared for 2023? From soaring inflation and rising interest rates to the ongoing effects of the pandemic and war in Ukraine, we can expect the economic landscape to remain predictably unpredictable for the foreseeable future. And Mr. Market doesn’t like it when it’s foggy. While there’s not much we can do to influence the… Read More 2023 Financial Planning: Your Key To-Do List for the New Year
Keith Weiss CFP® 