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    • A New Financial Plan for Your Future

      A New Financial Plan for Your Future

      Financial Planning Strategies For Retirement During A Recession
      Tags: Recession, Retirement
    • By implementing financial planning strategies, individuals can prepare themselves for retirement and navigate the current economic climate with more confidence.

      By implementing financial planning strategies

      Focus On Financial Planning To Ensure A Comfortable Retirement
      Tags: Recession, Retirement
    • Financial Planning Strategies For Retirement During A Recession

      Financial Planning Strategies For Retirement During A Recession

      Financial Planning Strategies For Retirement During A Recession
      Tags: Recession, Retirement
  • News Blog

Real Estate Investments

  • Investing,Real Estate Investments

    Advantages Of Investing In Real Estate During A Recession

    One of the primary advantages of investing in real estate during a recession is the opportunity to purchase properties at a lower price.

    April 21, 2023
  • Financial Planning,Investing,Real Estate Investments

    How to Not Beat the Market

    Recently I had the same conversation with three different women. […]

    April 22, 2023
  • Financial Planning,Investing,Real Estate Investments

    Managing Your Money After Retirement

    Taking the Right Kind of Risks The greatest challenge in […]

    April 22, 2023
  • Real Estate Investments

    Residency vs Domicle with Second Homes

    Residency refers to a person living in a particular place for a specific period, whether it is for a temporary or permanent duration.

    April 22, 2023
  • Real Estate Investments

    Markets and Behavior

    When the stock market made a dramatic decline at the beginning of the millennium I was a registered investment advisor working in Northern California.

    April 22, 2023
  • Investing,Real Estate Investments

    Importance of Purchase Price on Return

    Asking the question of why buyers should never pay more than appraised value on leveraged property may seem complicated to some,

    April 21, 2023
  • Real Estate Investments

    Why a Buyer Should Never Pay More than Appraised Value on Leveraged Property

    Investors who use leverage to produce hefty returns lose out on potential gains when they fail to consider the opportunity costs associated with the additional funds required to cover the shortfall between the appraised and offered prices.

    April 22, 2023
  • Financial Planning,Real Estate Investments

    The Difference between Residency and Domicile

    These terms hold significant legal and financial implications and must be understood thoroughly to avoid complications with taxes, legal issues, and more.

    April 22, 2023
  • Orange County Real Estate,Real Estate Investments

    Property Management Certification for Real Estate Investments

    Yesterday I completed the requirements to earn a certificate in property management by the California Association of Realtors®. I decided to add this designation to gain a better understanding of the challenges facing today's investors and property owners.

    April 18, 2023
  • Real Estate Investments

    Tax-Deferred 1031 Exchanges

    This tax-deferred strategy allows investors to sell their investment property and use the proceeds to purchase a new property within a certain period of time, all while deferring capital gains taxes.

    April 23, 2023
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