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6 Steps in Financial Planning: Your Ultimate Guide

steps in financial planning
Taking initiative in your financial security and prosperity, personal financial planning is essential. The problem is that everyone’s financial situation is unique, so there is no universal solution. If you engage with a financial planning consultant and understand the right steps in financial planning, you can take charge of your…
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Blog

Mastering Personal Financial Planning in 5 Essential Steps

personal financial planning
Because money is the engine that drives our global economy, it is essential to know how to steer your financial ship. Rest assured, though, that being an expert on Wall Street is not required to do this. Personal financial planning is the first and most important step in achieving financial…
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Financial Education

1031 Exchange Rules for A Successful Transaction

two blue puzzle pieces in a city
A 1031 Exchange is a real estate investing tool that allows you to defer paying capital gains tax. This is an excellent opportunity to take advantage of if you have an investment property you’re looking to sell to purchase another similar investment property afterward. There are, of course, things to…
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Blog, Financial Education

Explore the Benefits of 1031 Exchange

small toy houses on top of stacks of coins
In today’s market, a lot of real estate investors are considering taking advantage of selling their property in a highly appreciated market. However, sometimes investors deter their decisions due to the looming tax bill on the other end of the sale. If you own an investment property and are looking…
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