Estate Planning Basics
Estate Planning Basics: A Beginner's Guide Many people think that estate planning is too expensive for them or they do not have enough money to need one. Many more put it off because they do not like contemplating [...]
1031 Exchange
1031 Exchange If you are a real estate investor or own any type of real estate that produces income for you, you should be familiar with a 1031 exchange. This exchange allows you to defer capital gains if you [...]
5 Reasons Why Annuities Are Important for Retirement
Why Annuities Are Important for Retirement A successful retirement plan is composed of many different elements. One of these elements are annuities. Why are annuities so important? In this article, we will go over 5 reasons why annuities are [...]
Your 401(k) Options
Changing Employment-Your 401(k) Options It is important to understand your 401(k) options when you are changing employment. If you lost your job or got a different one there are certain things you need to be aware of. In this [...]
5 Steps to Take After Creating a Living Trust
What to Do After Creating a Living Trust Leaving your estate planner’s office with your executed documents is not the last step of a successful estate plan. There are still several steps that you will need to [...]