Yearly Archives: 2021

Finding the Right Wealth Manager for You

It can be quite a task to evaluate the expertise and experience of a wealth manager before you work with him or her.  Even then, it may be tough to discern whether you’re getting the advice and solutions you truly need in order to maximize and protect your personal wealth in accordance with your goals

2021-12-02T16:20:15+00:00December 2nd, 2021|Financial Planning, Professional Advisors, Wealth|

Big Wealth Mistakes the Super Rich Don’t Make

No one is perfect-not even the smartest or most famous among us. But some people veer closer to perfection than others. Take the self-made Super Rich- a group we define as those with a net worth of $500 Million or more that they earned through efforts such as starting a business. These extremely wealthy individuals

2021-11-01T20:57:58+00:00November 1st, 2021|Asset Protection, Wealth|

Feeling Philanthropic? A Charitable Planning Primer

Do you want to have a major impact on a charity or cause that means a great deal to you? Do you want to do well financially by doing good for others in need? If so, you’ve got plenty of company. One top financial issue we hear about from today’s individuals and families is charitable

2021-11-18T20:07:46+00:00October 6th, 2021|Philanthropy, Wealth|

What is Wealth Planning, Really?

It can be all too easy to focus on just one aspect of your financial life-and in doing so, miss opportunities as well as incur unnecessary risk. That’s where wealth planning comes in. Wealth planning is all about examining your full financial picture-not simply investments, although they’re included, but also your advanced needs. These might

2021-11-18T20:20:46+00:00September 8th, 2021|Financial Planning, Professional Advisors|

Managing Your Health in a Post COVID-19 World

Regardless of how COVID-19 has affected your personal health, chances are that it has made a difference in the health care you receive and are able to access. We asked Dan Carlin, M.D., CEO and founder of concierge telemedical practice World Clinic, for some of the biggest health care-related lessons that he thinks will come

2021-11-18T20:22:17+00:00August 2nd, 2021|Health, Lifestyle|

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

Great news! Your CPA has informed you, "you will make a lot of money through your real estate portfolio...the bad news, you will have to cut a fat check to the IRS; you're getting killed on capital gains taxes and depreciation recapture." Sure, you're familiar with the 1031 Exchange Tax Code. You are at the

Working with the Right Advisor

These days, too many successful, wealthy individuals and families are simply not getting the advice that’s most appropriate to help them achieve their key financial goals. There are a number of reasons for this. But one main culprit is that, overall, there are a relatively small number of financial advisors we would describe as extremely

2021-11-18T20:24:39+00:00July 13th, 2021|Financial Planning, Investments, Wealth|

Save 1031 Exchanges = Save Small Businesses

Under President Biden's April 28th tax proposals, two would affect the world of 1031 Exchange's. Under these two proposals, Section 1031 would be modified to: Eliminate the use of Section 1031 for deferring gains over $500,000. Eliminate the step-up cost basis at death. Since 1921 1031 Exchanges have been a vital part of the U.S.

2021-11-18T20:04:23+00:00June 10th, 2021|1031 Exchanges, Investments, Real Estate|

The Surprising Power of Connectedness

It seems like everyone wants to know what it takes to live fulfilling lives, foster happier families, create and manage stronger teams, and have happier clients. And why not? Can you imagine a life where all those outcomes are a reality? The good news: There’s a way to pursue those results that research has shown

2021-11-18T20:28:25+00:00June 2nd, 2021|Business Tips, Lifestyle|

Navigating Credit Card Rewards During COVID-19 Times and Beyond

The pandemic has impacted people’s financial lives in ways both large and small. For many of us, it’s changed how we spend our money, and therefore how we accumulate and use those “oh so desirable” rewards doled out by our credit card companies, travel reward programs and the like. With that in mind, we reached

2021-11-18T20:29:12+00:00May 5th, 2021|Lifestyle|
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