A 1031 Delaware Statutory Trust (DST) exchange is a type of joint real estate ownership fund that allows investors to purchase and sell real estate using tax-advantaged transactions. Each investor contributes a specific amount that goes towards the purchase of a property, and the remaining balance is financed via a loan. The trust for the 1031 DST exchange is the borrower, not the individual investors. If the property is bought for cash flow rather than solely for appreciation, each investor will receive their share of the monthly cash flow.
19 March 2020
Are you planning to purchase an annuity to help ensure steady income during retirement? With fewer Americans able to access traditional pensions, more people are turning to annuities to fill the monthly gap of income that makes planning easier and safer. But before you go out and buy your annuity, consider the benefits of purchasing multiple annuities rather than one large one. How can this help and protect you? Here are three key ways.
19 March 2020
Hiring a business accounting services provider to assist you should be about more than making sure all your numbers line up. Business accounting skills extend into a lot of domains, and you can benefit from talking about these 5 topics with a professional. The Financial Health of Your Company Analyzing what all the numbers mean is arguably more important than just having them recorded. Is your company growing? What are the headwinds in your industry?
19 March 2020
The coronavirus has affected the markets and you might be concerned about whether the virus will affect your portfolio. You might to speak with your financial planner as you look for ways to grow your wealth. There are several ways that the coronavirus can affect you. How the Coronavirus is Different Throughout late February, the stock market fell. Though the stock market has fallen, it is still much higher than it was five years ago.
16 March 2020
Financial advisors are not just for the wealthy. These professionals can help people in most income ranges with real-life, everyday financial issues. Here is a look at a few reasons you may need a financial advisor. Find new ways to save money Most people want to save money, but most people also have problems finding a way to save. When you bring in the professional assistance of a financial advisor, they will take a look at your income, your usual spending habits, and other attributes of your financial status to help you track down ways to save money.
16 March 2020
When you are in the middle of trying to improve your wealth and financial standing, one of the best steps that you can take is to build your investment portfolio. There are so many great investments to be made, and taking the time to boost your stocks, mutual funds, or other shares can set you up for a prosperous financial future. With this in mind, one of the best steps that you can take is to touch base with a national broker dealer consultant that can help guide you in the right direction.
14 March 2020
When is the last time you looked up your credit? Some people monitor their credit weekly, while other people avoid looking at theirs altogether. Why would a person avoid this? The main reason people do not want to see their credit is that they know it is not good. If your credit is less than good, you can do something about it. You can fix it through credit repair services. If you are interested in this, here are three essential things you should know.
11 March 2020
Do you have a hard time handling payroll for your small business? It is a challenge, but you can focus less on that and more on other business tasks when you get help from a payroll consulting company. The company has consultants that are ready and willing to take over payroll duties for you. Switch Payroll to a New and More Convenient System If the system you were using for payroll is outdated and difficult to use, a payroll consultant can switch everything over to a new system.
10 March 2020
If you want to have a comfortable and happy future, you need to think ahead and plan your finances. Not doing the work to plan for your retirement can put you in an unfortunate situation later in life. The good news is there are professionals who can help guide you and help you select the best retirement plan for your needs and goals. Even if you're starting late, it's better to start planning now.
27 January 2020
As your wealth grows, your wealth management needs will change. While you might be able to stay on top of your early investments at first, diversifying your portfolio to maximize your growth potential is vital to your overall success. Wealth management is the highest level of financial services offered, and it is for those who are affluent and looking for ways to continue growing their wealth. From estate planning and tax questions to portfolio changes that reflect current goals, wealth management planning can involve coordinating the services you receive from lawyers, accountants, and other financial experts.
13 January 2020