The Blog

A 1031 Exchange, or a like-kind exchange, allows an investor selling real estate to defer capital gains taxes while investing in a new property.

Some of you may be happily married and celebrating your 50th wedding anniversary (friendly reminder gentlemen this is the gold anniversary) and some of you may be single and ready to mingle! That said, we’ve all had an instance of contemplating breaking up with a past significant other.

Here in Florida, hurricane season starts on June 1st and runs until November 30th. It is an annual reminder that we should hope for the best and prepare for the worst. We just had a major hurricane hit the Gulf Coast of Florida and this has provided me an opportunity to think about how we prepare for life’s events.

When you roll over a TSP, you unlock investment options beyond funds like L, G, F, C, and S. These funds are not designed for your specific needs and have many shortfalls. With these funds, you have no discretion as to how your money is invested and you get the good with the bad.

The weather is starting to cool here in the Sunshine State. Eager to see the beginning shift in our southern seasons, my wife and I took this opportunity and brought our kids to a deluge of Orlando theme parks recently.

The proliferation of medical malpractice gives many physicians pause. If you are a physician and you have not begun estate and asset protection planning, you are leaving yourself, your family, and your practice severely exposed.

First and foremost, let us make one thing very clear, life insurance has very legitimate purposes for many people planning for their, and especially their loved ones’, future. That said, in my experience, no single product is more widely abused by commission hungry salesmen than life insurance. In my view, any insurance is a difficult pill to swallow.

It is an event every business owner has thought about – selling the business.
This guide is no substitute for an ongoing relationship with an advisor, but it should serve as a roadmap for making the most of your post-sale life