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boulder financial planning experts with 1031 tax mitigation experience
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Kevin Taylor

1031 Fee Structure

Asset Based Fees Low High Fee $0.00 $500,000.00 $2,000 $500,000.01 $1,000,000.00 $2,750 $1,000,000.01 $3,000,000.00 $3,500 $3,000,000.01 and up $4,000 Additional Service Fees Event Fee Replacement Properties $500/per acquired Back-to-Back Closings $250 Rush Fee (inside 48 Hours) $500 Wire Fee $35 *Fees for 1031 services are assessed by InSight 1031, separate

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Investment Bias: Information

Information bias is the tendency to evaluate useless or the wrong information when determining value. It’s the belief that certain commonly held data points are helpful in understanding the value of an investment, when they may not be. The key in investing is not seeing the forest for the trees,

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Peter Locke

Insurance Tips for Coloradans Affected by Wildfire Evacuations

Consumer Advisory: Insurance Tips for Coloradans Affected by Wildfire Evacuations As a financial planner, I understand the challenges that come with sudden evacuations due to wildfires. Here are some important insurance tips to consider if you are affected. Recent Wildfire Activity in Colorado Several wildfires have prompted mandatory evacuation orders

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