by Asset Strategy | Sep 25, 2023 | Retirement Planning
Your golden years are a significant aspect of your life that require diligent saving and considerable contemplation. However, the journey towards this phase can be lengthy and complex, filled with numerous decisions and potential missteps. So, what are some frequent...
by Asset Strategy | Sep 18, 2023 | Financial Planning, Retirement Planning
Many Americans are approaching their golden years with some level of debt. In 2016, nearly 61% of US citizens were transitioning into retirement while still bearing debt.[1] While one might assume that expenses would naturally decrease after retiring, that isn’t...
by Asset Strategy | Sep 11, 2023 | Economy, Financial Planning, Social Security
If you are currently receiving Social Security or you are considering how Social Security might factor into your retirement plan, it’s important for you to understand what COLA stands for. You may have seen the acronym in various information about Social Security, and...
by Asset Strategy | Sep 5, 2023 | Real Estate
In our last article, we discussed the 1031 “like-kind” exchange, how it works, and what its benefits and limitations are. We briefly introduced Delaware Statutory Trusts, also known as DSTs, as an option to utilize as a qualified like-kind exchange for a recently sold...
by Asset Strategy | Aug 1, 2023 | Investing, Real Estate
In our last article, we discussed what considerations to be aware of when purchasing a new property with the proceeds of your relinquished property. We also mentioned how you have more options than you think for engaging in purchasing a new property to continue the...
