Monthly Archives: November 2020

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We Recognize Veterans Day by Helping Veterans In Need

Please join us in recognizing Veterans Day by helping our veterans in need. Your generous donation will help veterans through the Wounded Warriors Project.   Your generous, tax-deductible donation to Wounded Warrior Project® (WWP) will change the lives of over 1 million injured warriors, caregivers, and family members. You will help bring independence back to our

By |2020-11-11T17:05:28+00:00November 11th, 2020|Family, Philanthropy|Comments Off on We Recognize Veterans Day by Helping Veterans In Need

You Need a Cohesive Wealth Management Team

Chances are, you know that you likely need to tap the expertise of multiple professionals to pursue optimal financial results in your life. That’s because finding one single professional with the full depth and breadth of knowledge required to effectively address all of your wealth management needs and wants-especially the complex ones-can feel like searching

By |2020-11-09T18:12:52+00:00November 9th, 2020|Financial Planning, Professional Advisors|Comments Off on You Need a Cohesive Wealth Management Team

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

Today is November 6, 2020, three days post-Election Day. Like all of you, we anxiously wait as the results continue to be tallied in key states. Whatever your politics may be, we hope you're all managing your stress from Election Fatigue. How do you think the Presidential Election will impact your business in real estate?

By |2020-11-06T17:38:00+00:00November 6th, 2020|1031 Exchanges, Asset Protection, Business Tips, Real Estate, Tax Planning|Comments Off on How Do You Think the Presidential Election Will Impact Your Business in Real Estate?
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