facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

Our Weekly Blog

Are you tired of being a landlord? Thumbnail

Are you tired of being a landlord?

A 1031 exchange, also known as a like-kind exchange, is a tax-deferred transaction allowed under Section 1031 of the Internal Revenue Code in the United States. This provision allows individuals or businesses to sell certain types of property and reinvest the proceeds into another property of a like kind, while deferring the capital gains tax that would typically be due upon the sale.

Read More


Retirement can last 30 years or longer today given longer lifespans. This requires accumulating more assets than many realize, especially considering the impact of inflation and possible changes to future needs, living expenses and your health.

Read More
What to do about higher tax rates coming in 2026 Thumbnail

What to do about higher tax rates coming in 2026

A few years ago, the Tax Cuts and Jobs Act of 2017 cut income taxes for most Americans. Few remember that these lower rates were temporary and are scheduled to spring back to their old, higher rates on January 1, 2026. That’s a little over two years from now.

Read More
Want To Live Longer?  It's Not just About Diet Thumbnail

Want To Live Longer? It's Not just About Diet

What is VO2 max, you ask? Well, it's not as complicated as it might sound. In simple terms, VO2 max is a measure of your body's ability to use oxygen during exercise. It's a key indicator of your cardiovascular fitness and endurance. The higher your VO2 max, the more oxygen your body can deliver to your muscles, allowing you to perform better and go farther in your physical pursuits.

Read More
Benefits and Risks of Timeshares Thumbnail

Benefits and Risks of Timeshares

Have you ever been tempted to purchase a vacation time share? You may be offered a free multi-day hotel stay, meals or tickets to an event – just for attending a short introductory meeting to learn more. Chances are the meeting will be much longer than you anticipate with pressure to purchase.

Read More
Schedule a Quick Call