Resources

This article provides high-level details about what a 1031 Exchange is and when a person should consider one for their investment and real estate strategies.

Confused about SECURE Act 2.0? Take a look at our rundown of the new legislation and how it changes your retirement.

Help your clients and contacts to understand the whens and wherefores of adjusting their retirement strategies with our new article.

Let your clients and contacts know about what a big job retirement strategy represents, and what a help you will be in setting it into motion. Factoring in longevity is a big part of that.

The “money illusion” refers to how we view our buying power today versus in the future. Are you falling victim to this potentially dangerous ideology?

Net worth is just one part of your financial picture, but it’s a good diagnostic to know. Learn more about how to calculate your net worth and why it matters.

Do your New Year's resolutions need a little tune-up already? Not to worry. Consider these 6 tips to get your financial health in shape.

While the common house cat might not be your first pick when thinking of animals to model your investment style after, your favorite furry friend has several qualities that might be helpful to your investment outlook.