Last Minute Tax Saving Tips
In this video, Drew Tignanelli and Leo Lavezza discuss some last minute ways to save on taxes this year
1031 Like-Kind Exchanges – What Is It, and Could This Strategy Possibly Be Eliminated?
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Effective Ways Retirees Transfer Generational Wealth
In this video, Roger Bair and Alec Sunners discuss effective ways retirees can transfer generational wealth.
Thoughts for the Generationally Minded
Thoughts for the Generationally Minded What does it mean to be generationally minded? The definition we shall use is to long for your wealth to endure to your children and grandchildren. We keep in mind that we want our descendants…
Turning a Retirement Portfolio Into a Paycheck
In this video, Roger Bair and Alec Sunners discuss how to handle money in retirement.
New Retirement Planning Laws for 2024
If you find this article beneficial, please feel free to share it with your family, friends, or colleagues. If you are interested in learning more about our services at the Financial Consulate, we encourage you to schedule an Introductory Meeting…