Help your clients and contacts to understand the whens and wherefores of adjusting their retirement strategies with our new article.
THANKSGIVING Trivia is defined as: details, considerations, or pieces of information of little importance or value. I hope our thoughts and trivia will offer some value to impress your family and friends during your Thanksgiving conversations. Thomas Jefferson was the only president who refused to recognize Thanksgiving due to his staunch belief of separation of church and state. Thanksgiving was a day of prayer and reflection which created this dilemma for him.
This article provides high-level details about what a 1031 Exchange is and when a person should consider one for their investment and real estate strategies.
As the new year quickly approaches, make sure you’re prepared with your year-end giving strategy checklist.
This article will share some fun hobbies for retired people that might be out of their normal expectations.
Are Online Banks Safe to Use? This is a very common question I get in meetings and over the phone from clients. The answer is yes, as long as the Federal Deposit Insurance Corp. insures an online bank, it will offer the same coverage as the FDIC-insured bank you use. FDIC covers up to $250,000 per account for each individual customer. You can confirm a bank is FDIC insured by using the FDIC’s BankFind tool (https://banks.data.fdic.gov/bankfind-suite/bankfind), which permits searches by bank name or web address. You should also consider that an online bank with a high yield may be associated with a familiar traditional bank. Sometimes, an online bank division may share the same insurance as their brick-and-mortar division. Citizens Access or Investors eAccess are two examples:
