2023

Why Using an Intermediary Is Beneficial for Your 1031 Exchange

Are you interested in a 1031 exchange? Have you heard about the benefits of using an intermediary for this process? If you’re unsure of what an intermediary is or how they can help, you’re in the right place! This blog post will discuss the advantages of using an intermediary for your 1031 exchange. By the end, you should have a clear understanding of why an intermediary is essential for a smooth and successful exchange.


5 Tax Planning Tips For Newlyweds

Getting married and walking down the aisle comes along with a great deal of planning. However, just because the honeymoon is over, it does not mean the planning work is too. As a newlywed couple, there are several tax planning steps you need to take in order to set yourself up for success. 1. Have a Money Talk Sit down and have a no-secret money talk with your partner. To ensure you know how to strategize, you need to know what each person makes, what other income they have coming in, what assets they own, and any other financial matter that might affect their tax status.


Filing Bankruptcy? 5 Ways Financial Coaching Boosts Present And Future Success

Bankruptcy protection is an important safety net for anyone who has suffered a financial catastrophe or struggled with mounting debt over many years. But while bankruptcy can give you a fresh start, it can’t guarantee that you won’t fall prey to financial problems in the future. What can you do to ensure this never happens again? Add a financial coach to your bankruptcy-era team. Here are a few key things they’ll help you with.