Owning income-producing property can seem like a smart way to generate retirement income—but it’s not for everyone. In this article, Andrew Sievertson, CFP®, EA, CeFT®, explores when real estate makes sense as part of your retirement strategy, the pros and cons of being a landlord, and alternatives like 1031 exchanges, DSTs, or UPREITs for those seeking a more hands-off approach.
Tax-advantaged accounts like IRAs and Roths are powerful, but taxable investment accounts also have unique benefits. They can help fund short-term goals, provide flexibility for early retirement, and offer estate planning advantages. Learn when and why a taxable account may be a smart addition to your financial strategy.
Balancing portfolio growth with tax efficiency doesn’t have to mean sacrificing returns. From long-term capital gains to tax-deferred accounts and municipal bonds, smart strategies can help you grow wealth while keeping more of what you earn.
Before financial planning evolved into a thoughtful, evidence-based discipline, investing often felt like a guessing game. It was driven by instincts, stock tips, and market chatter.
H. Jude Boudreaux, CFP® Sr. Financial Planner, estimates the worth of holdings based on Anita Dunn’s disclosure form in this CNBC article. Read the Entire Article Here
You may have noticed changes in the bonds you hold in your taxable accounts (not retirement accounts like IRA’s). Don’t be alarmed if you see new
By Matt Mercer, Operations Manager If you’re a client of The Planning Center, and we manage any of your financial accounts, you likely have the option
By Matthew Sivertsen, CFP®, CeFT® Uncertainty is an uncomfortable word, especially if it is being used to describe our employment! Turbulent seems to be a good
Since 1926, the US stock market has rewarded investors with an average annual return of about 10%. But it’s important to remember that returns in any
By Matthew Sivertsen, CFP® Some time ago, a memorable article in the Washington Post by financial columnist, blogger and equities analyst Barry Ritholtz advised investment clients
By Matthew Sivertsen, CFP® Reverse mortgages have long been thought of as merely a last resort for someone’s retirement plan, the only remaining alternative when nothing
By Matthew Sivertsen, CFP® and Cicily Maton, Retired Sr. Financial Planner Cicily Maton has retired, however, Michelle Maton CFP®, EA, CeFT® Sr. Financial Planner and Andy Baxley CFP®, CIMA®, CeFT®
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