Financial Planning is something that we should all do in order to make sure that we are ready and prepared for the future. The earlier you start, the easier it will be to get there. Along the way, there will be several milestones and headwinds. So in anticipation of those
Organize: We’re all guilty of “knowing” where everything is but not piecing it together A big way planners can help out is by helping you simply organize your entire financial life. From insurance, taxes, investments, expenses, real estate, etc, having a planner can bring all of the pieces together in
When executing a 1031 exchange, the first hurdle is identifying your replacement property within 45 days — but the journey doesn’t end there.The next critical step? Closing on your replacement property within 180 days of selling your relinquished property. Miss this window, and your 1031 exchange fails, leaving you with
