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Blog2021-02-10T21:53:49+00:00

We’ve Been Nominated, Best Financial Advisor of Long Island 2023!

By |October 19th, 2022|Categories: Professional Advisors, Recognition & Awards|Tags: , |

Thank you for the Nomination! With 1.4 Million voters nominating their favorite businesses, Steve Davis, Safe Harbor Asset Management, Inc has been

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October is 10/31 Exchange Advocacy Month!

By |October 19th, 2022|Categories: 1031 Exchanges, Real Estate|Tags: , |

October is 1031 Exchange Advocacy month. Tell your elected officials how 1031 Exchanges have benefited you, your business, and your community today!

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6 Keys to Optimizing Your Health, Longevity and Well-Being

By |October 19th, 2022|Categories: Health, Lifestyle|Tags: , |

It’s pretty safe to say that everyone wants to experience optimal health. It’s also pretty safe to say that most of us

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Rising Interest Rates and the Effects on Net Lease Real Estate

By |October 19th, 2022|Categories: 1031 Exchanges, Real Estate|Tags: , |

As the Federal Reserve continues its aggressive efforts to rein in the highest inflation we've seen since the early 80's, many economists

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Smart Money Moves to Make While You’re Still Mentally Sharp

By |September 21st, 2022|Categories: Financial Planning|Tags: |

As we age, we tend to lose some of our cognitive abilities-and that, in turn, can cause us to make financial decisions

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Learn How to Take Cash and Avoid Boot at the Sale of Your Relinquished Property

By |September 16th, 2022|Categories: 1031 Exchanges, Real Estate|Tags: , |

Creating Tax-Free Liquidity with a Delaware Statutory Trust The incentive of a 1031 Exchange is to allow a taxpayer to defer 100%

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How to Maximize Your Cash Flow With a 1031 Exchange

By |September 8th, 2022|Categories: 1031 Exchanges, Asset Protection, Family, Real Estate, Tax Planning|Tags: , , , , |

A Case Study on the Tax-Advantaged Power of a Delaware Statutory Trust The year is 2002, and it is the beginning of

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Essential Things to Know About 1031 Exchanges and DST’s

By |August 26th, 2022|Categories: 1031 Exchanges, Real Estate|Tags: , |

Our newest guide, Tax-deferred Strategies for Real Estate, provides a comprehensive overview of the 1031 Exchange and DST investment strategy. If you

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3 Steps to Deferring Capital Gains Tax When Selling Real Estate

By |August 17th, 2022|Categories: 1031 Exchanges, Real Estate|Tags: , |

A 1031 Exchange is a powerful way to defer Capital Gains when selling a real estate investment. This process can generally be

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How To Defer Capital Gains Taxes With a 1031 Exchange

By |August 16th, 2022|Categories: 1031 Exchanges, Real Estate|Tags: , |

It has been called one of the greatest wealth-building strategies ever devised. Section 1031 of the Internal Revenue Service Code allows investment

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The Top 5 Misconceptions About 1031 Exchanges In 2022

By |August 4th, 2022|Categories: 1031 Exchanges, Asset Protection, Real Estate, Tax Planning|Tags: , , , |

After a tsunami of a year facilitating 1031 Exchange transactions, we found there are many misconceptions among investors about 1031 Exchanges.

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A Wealth Planning Process for Pursuing Success on Purpose

By |June 8th, 2022|Categories: Financial Planning|Tags: |

One of the best things you can do when managing is to be extremely clear on what you’re looking to accomplish and

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Finding Advisors Who Are Truly Client-Centric

By |May 6th, 2022|Categories: Financial Planning, Professional Advisors|Tags: , |

It’s extremely common for financial professionals these days to advertise how well they focus on their clients- and with good reason: After

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What’s Your High-Net-Worth Personality?

By |April 11th, 2022|Categories: Family, Financial Planning, Lifestyle, Professional Advisors, Psychology|Tags: , , , , |

One of the best ways to make smart decisions about your wealth is your wealth is to work with professionals who are

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Financial Planning for a Special Needs Child

By |February 28th, 2022|Categories: Family, Financial Planning|Tags: , |

Raising children and grandchildren is challenging in the best of circumstances. But when a child has special needs or a disability ,

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Transferring Values: Not Just Wealth to Your Heirs

By |February 4th, 2022|Categories: Family, Financial Planning, Wealth|Tags: , , |

Many of us have thought about how to best transfer our wealth to our heirs someday. Unfortunately, we see that parents and

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A Wall Around Your Wealth: The Importance of Asset Protection

By |January 3rd, 2022|Categories: Asset Protection, Financial Planning, Insurance|Tags: , , |

Success can come with a major downside: It can make you a potential magnet for lawsuits-including frivolous and unfunded ones-and other other

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Finding the Right Wealth Manager for You

By |December 2nd, 2021|Categories: Financial Planning, Professional Advisors, Wealth|Tags: , , |

It can be quite a task to evaluate the expertise and experience of a wealth manager before you work with him or

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Big Wealth Mistakes the Super Rich Don’t Make

By |November 1st, 2021|Categories: Asset Protection, Wealth|Tags: , |

No one is perfect-not even the smartest or most famous among us. But some people veer closer to perfection than others. Take

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Quit Being a Landlord & Retire: How DST’s Help Retirees Find Time & Freedom!

By |July 28th, 2021|Categories: 1031 Exchanges, Asset Protection, Business Tips, Real Estate|Tags: , , , |

Great news! Your CPA has informed you, "you will make a lot of money through your real estate portfolio...the bad news, you

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Save 1031 Exchanges = Save Small Businesses

By |June 10th, 2021|Categories: 1031 Exchanges, Investments, Real Estate|Tags: , , |

Under President Biden's April 28th tax proposals, two would affect the world of 1031 Exchange's. Under these two proposals, Section 1031 would

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Navigating Credit Card Rewards During COVID-19 Times and Beyond

By |May 5th, 2021|Categories: Lifestyle|Tags: |

The pandemic has impacted people’s financial lives in ways both large and small. For many of us, it’s changed how we spend

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Top Benefits for Real Estate Investors to Spring into DST’s

By |March 23rd, 2021|Categories: 1031 Exchanges, Asset Protection, Estate Planning, Real Estate|Tags: , , , |

Delaware Statutory Trust’s (DST’s) are legal entities that allow for fractional ownership of real estate assets by accredited investors. Beneficial interest in

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“We, the Family”: The Benefits of a Family Constitution

By |March 2nd, 2021|Categories: Family, Wealth|Tags: , |

Wealth and family can be a tricky mix. Affluence can help families achieve great things and realize their shared vision, of course.

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Registered Investment Advisor (RIA) vs. Broker Dealer: What are the Differences & Who Should You Invest With?

By |February 19th, 2021|Categories: Financial Planning, Investments, Professional Advisors|Tags: , , |

To the unfamiliar, both professionals may seem the same, but there are differences that distinguish the two in ways that investors should

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The Power of Purpose in Reaching Audacious Goals

By |February 8th, 2021|Categories: Business Tips, Lifestyle|Tags: , |

We find that people who have reached the highest levels of success and built truly significant wealth tend to share a number

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Recession Resilience in 2021 for 1031 Exchanges

By |December 23rd, 2020|Categories: 1031 Exchanges, Asset Protection, Investments, Real Estate|Tags: , , , |

Up until 9 months ago when the Coronavirus (COVID-19) officially impacted the United States, commercial real estate investors were experiencing one of

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Boost Your Efficiency and Effectiveness-at Work, at Home and in the World

By |December 7th, 2020|Categories: Business Tips, Lifestyle|Tags: , |

Each day, we have limited amounts of time and energy to do what needs to be done while also trying to cultivate

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We Recognize Veterans Day by Helping Veterans In Need

By |November 11th, 2020|Categories: Family, Philanthropy|Tags: |

Please join us in recognizing Veterans Day by helping our veterans in need. Your generous donation will help veterans through the Wounded

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You Need a Cohesive Wealth Management Team

By |November 9th, 2020|Categories: Financial Planning, Professional Advisors|Tags: , |

Chances are, you know that you likely need to tap the expertise of multiple professionals to pursue optimal financial results in your

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How Do You Think the Presidential Election Will Impact Your Business in Real Estate?

By |November 6th, 2020|Categories: 1031 Exchanges, Asset Protection, Business Tips, Real Estate, Tax Planning|Tags: , , , , |

Today is November 6, 2020, three days post-Election Day. Like all of you, we anxiously wait as the results continue to be

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Best Practices for Successfully Working from Home

By |October 22nd, 2020|Categories: Business Tips, Lifestyle|Tags: , |

The number of at-home workers has skyrocketed this year as the novel Corona Virus caused companies across the country to temporarily lock

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Choosing an Executor for Your Estate

By |September 21st, 2020|Categories: Asset Protection, Estate Planning, Financial Planning, Wealth, Wills and Trusts|Tags: , , , , |

Here’s an uncomfortable truth you need to accept. Someday-hopefully in the very distant future-you are going to die. The good news: You

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Five Big Mistakes Executors Make…and How to Avoid Them

By |July 28th, 2020|Categories: Asset Protection, Estate Planning, Family|Tags: , , , |

Being named the executor of a family member’s (or other loved one’s) estate is, in many ways, an honor. The decision shows

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Smart Ways to Take Control of a Trust

By |July 28th, 2020|Categories: Asset Protection, Irrevocable Trusts, Wills and Trusts|Tags: , , |

Many successful families use Trust’s to minimize taxes, transfer wealth and protect assets from creditors and others. You may have already set-up

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The Importance of Personal Umbrella Policies

By |July 14th, 2020|Categories: Asset Protection, Family, Insurance, Wealth|Tags: , , , |

What would happen if you or your child caused a car accident that resulted in serious injuries or the deaths of others?

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Three Questions to Answer Before You Purchase Life Insurance

By |July 14th, 2020|Categories: Family, Financial Planning, Insurance, Tax Planning, Wealth|Tags: , , , , |

Life insurance can be an extremely important, even essential, part of your financial plan. One of its most attractive aspects for many

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Preparing Heirs for Their Inheritance

By |July 13th, 2020|Categories: Asset Protection, Family, Wealth|Tags: , , |

Inheriting money comes with plenty of benefits. From being less worried about paying for life’s necessities to enjoying the luxuries affluence can

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Don’t Leap Before You Look! The Powerful Benefits of Thoughtful Action

By |July 6th, 2020|Categories: Business Tips, Lifestyle, Psychology, Wealth|Tags: , , , |

When people are confronted with adversity, opportunity or both, they often react quickly-with the intention of dealing with the situation rapidly and

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Want to Promote Family Entrepreneurship? Consider a Family Bank

By |July 6th, 2020|Categories: Asset Protection, Family, Tax Planning, Wealth|Tags: , , , |

A key objective among many single-family offices serving Super Rich families (those with a net-worth of at least $500 Million) is to

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Why You Need a ‘Business Plan’ for Your Family

By |July 6th, 2020|Categories: Business Tips, Family|Tags: , |

When business owners start a new venture or seek out funding, they always create a detailed business plan first. But chances are,

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How to Help Parents and Yourself Live Better at 80, 90 and Beyond

By |July 1st, 2020|Categories: Health, Lifestyle, Professional Advisors|Tags: , , |

They say we get wiser as we get older, but let’s face it: Many new uncertainties and challenges can crop up as

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The Importance of Family Governance

By |June 30th, 2020|Categories: Family, Professional Advisors, Wealth|Tags: , , |

Keeping Family Wealth and Relationships in Good Shape The old saying “Shirtsleeves to shirtsleeves in three generations” means family wealth that’s built

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The Four Types of Financial Advisors

By |June 24th, 2020|Categories: Financial Planning, Investments, Professional Advisors, Wealth|Tags: , , , |

Which one should you work with? We find that, by and large, people seeking financial advice, know how to look for a

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The Importance of Stress Testing Your Wealth Strategies

By |June 17th, 2020|Categories: Insurance, Investments, Professional Advisors, Wealth|Tags: , , , |

When making decisions about your money, it can be smart to know the steps that extremely affluent individuals and families take to

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Three ‘Spy Secrets’ That Can Protect You, Your Family and Your Business

By |March 12th, 2020|Categories: Uncategorized|Tags: , , |

Three 'Spy Secrets' That Can Protect You, Your Family and Your Business Imagine yourself in a vintage tuxedo, sipping

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The Super Rich Stress Test Their Financial Plans-and So Should You!

By |March 12th, 2020|Categories: Uncategorized|Tags: , , , , |

The Super Rich Stress Test Their Financial Plans-and So Should You! The Super Rich (those with a net worth of

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Savvy Negotiating: To Get the Moon, Ask for the Stars

By |March 12th, 2020|Categories: Uncategorized|Tags: , |

Savvy Negotiating: To Get the Moon,Ask for the Stars One key way to build serious wealth-whether in a business or

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Elite Wealth Planning What it is and why it matters

By |March 12th, 2020|Categories: Uncategorized|Tags: , , , , , , , |

Elite Wealth Planning What it is and why it matters Elite wealth planning often plays a key role in the

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Four Ways the Super Rich Manage Their Wealth

By |March 12th, 2020|Categories: Uncategorized|Tags: , , , , , |

Four Ways the Super Rich Manage Their Wealth The self-made Super Rich-people with a net worth of at least $500

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The Super Rich’s Three Big Fears-and How They Work to Overcome Them

By |March 12th, 2020|Categories: Uncategorized|Tags: , , , |

The Super Rich's Three Big Fears-and How They Work to Overcome Them Significant wealth can reduce many of life's trouble-but it

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