by Asset Strategy | Oct 30, 2023 | Retirement Planning
Retirement may be something you’re planning for with a partner. If you are married or are living with someone and you’re both heading into retirement together, there are a lot of things that you’ll need to consider. After all, you’re not just planning for yourself;...
by Asset Strategy | Oct 25, 2023 | Barron's, Long-Term Care
Imagine you knew that 80% of the homes in your neighborhood would eventually suffer damage in a storm—but less than 4% of them had insurance that would protect them against a potentially catastrophic expense. This lopsided risk scenario is similar to how unprepared...
by Asset Strategy | Oct 23, 2023 | Estate Planning
It’s not easy to think about what’s next for all the assets and items that will outlive you. Perhaps you’ve been deferring the creation of a solid plan because the idea makes you uncomfortable. Or perhaps, because you don’t think you have a lot...
by Asset Strategy | Oct 16, 2023 | Government, Retirement Planning
The SECURE Act 2.0 was a major change in legislation passed in 2022 that drastically affected many areas of retirement planning.[1] It changed rules for many aspects of financial planning concerning retirement, but some of the most important changes were that it:...
by Asset Strategy | Oct 16, 2023 | Investing, Real Estate
In this article series, we previously examined the 1031 exchange, or “like-kind” exchange, as a legal tool to help defer a capital gains tax bill on the sale of a qualified property when reinvesting the proceeds back into another qualified property. We also covered...
