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Thinking of Selling Your Investment Property? Consider a 1031 Exchange

By Felicia del Junco | June 30, 2021

Summertime in Real Estate Means It’s ‘Sizzling’ Peak Season Given both the hot housing market and low mortgage rates, there has been tremendous demand for buyers looking for homes. Over the years, many of our clients have purchased real estate intending to generate passive income. What we often see is…

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What Is a Variable Annuity?

By Amanda McFarlane | June 25, 2021

Variable annuities can help you meet your long-term financial goals and provide a guaranteed income stream in retirement, but they are not without their drawbacks and considerations. It’s important to understand how variable annuities work and the benefits and risks involved. Variable annuities offer the strongest return potential with the…

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What Is a Fixed Annuity?

By Amanda McFarlane | June 23, 2021

The predictability and stability of a fixed annuity have made it a popular choice for some saving for retirement. Annuities offer a guaranteed income stream that can help supplement your other retirement income sources, like Social Security and 401(k)/IRA distributions. What Is a Fixed Annuity? A fixed annuity is one…

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What Is a Deferred Annuity?

By Amanda McFarlane | June 18, 2021

Annuities can provide supplementary income to your primary retirement savings. If you are looking to add some security to your portfolio with a guaranteed retirement paycheck and have several years before your retirement, a deferred annuity might be right for you. What Is a Deferred Annuity? A deferred annuity is…

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What Is an Immediate Annuity?

By Amanda McFarlane | June 16, 2021

Company-provided pensions are on the way out, but what if there was a way you could purchase your own “pension” of sorts? What Is an Immediate Annuity? Annuities, in general, are purchased as an income guarantee to supplement other retirement income, like Social Security and 401(k)s. They reduce the risk…

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You’re Young, So What? 7 Crucial Tips for Young People Beginning Their Financial Journey

By Noah Jackman | June 11, 2021

You’re young, so what? Time is money. And, while cliché, there’s truth to those three words. If you’re a young adult, you might be asking yourself, “Why should this concern me?” Your point is valid: Most schools do not provide financial literacy education. In fact, many young adults lack a…

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Introduction to Sustainable Investing

By Amanda McFarlane | June 9, 2021

Is investing in funds or stocks in alignment with your principles and beliefs important to you? If so, understanding what sustainable investing is and how you can make it work for you is the first step to making the move to more sustainable and socially responsible options. Sustainable investing is…

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Introduction to Investing for Retirement: Types of Asset Classes and Retirement Plans

By Amanda McFarlane | June 4, 2021

There is no one formula for building a successful retirement plan—there are seemingly endless options and plans for you to invest in and take advantage of, with more being added all the time. The financial services industry is dynamic, ever changing and evolving as the economy progresses and technology advances.…

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