Blog
What’s on our mind? You can read about it in our blog. Whether it’s ideas from the industry or emerging trends, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along.
Tax-Deferred Real Estate Exchanges: A Playbook for Wealth Growth
This blog post explores the benefits and pitfalls of 1031 exchanges for real estate investors. A 1031 exchange allows investors to swap one property for another without incurring capital gains taxes, offering a significant tax break.
Read MoreReducing Taxable Income
Reducing your taxable income can be a great way to keep more of your money in your pocket, but it's important to do it in a legal and ethical way. Here are some tips on how to reduce your taxable income in 2023.
Read MoreAre you going to run out of money in retirement?
Here's a look at our new financial health review tool that will give you insight as to whether you are on track for retirement. If you're just buying the SP 500 and holding it hoping that you'll reach your goals I'm sorry to tell you...
Read MoreWhat are your 401k Fees? (Do you know?)
Original article can be found at: https://401kspecialistmag.com/average-401k-fee-at-0-45-in-recent-td-ameritrade-analysis/ Average 401k Fee at 0.45% in Recent TD Ameritrade Analysis While most plan participants have no idea if or what...
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Is Your Employer-Provided Life Insurance Coverage Enough?
Is Your Employer-Provided Life Insurance Coverage Enough? BY AMY FONTINELLE Updated Jun 25, 2019 Is the life insurance you’re getting through your employer enough to take care of your family? And are you paying too much for that...
Read MoreIs Social Security in Trouble?
As someone who has retired parents and who has a couple of decades before my own retirement I've been studying Social Security pretty close. I think the point has been well made that when Social Security was created the life span of...
Read MoreRetirement Income Crisis and what Congress is doing
House committee passes a bill to upgrade 401(k) plans amid 'retirement income crisis'. Here's some highlights: https://www.instagram.com/tv/BvzXyZHAYoG/?utm_source=ig_share_sheet&igshid=3fys0iafc5wi
Read MoreWhen is the next recession?
A lot of analysts say that a market downturn is on the horizon. Is it time to ensure that your portfolio is prepared? Here's an article from Bloomberg that explains the outlook. https://www.bloomberg...
Read MoreAnnuity Resources
Here are some great resources that explain what annuities are and how you can benefit: Articles: Barrons Article Annuity Guide How Much Should I Invest In Annuities GAO Report Annuity Questionnaire Website Links: Know These 3 Things...
Read More5 Reasons You need an Advisor
Here’s a great article that explains why you need an advisor.... https://www.fool.com/amp/investing/2019/02/16/5-reasons-you-need-a-financial-advisor.aspx
Read MoreDon't get taken advantage of!
So I've been plagued lately with the thought of financial professionals preying on and taking advantage of people that don't have the financial acumen and experience that they do. I hear stories daily from the news to the water cooler...
Read MoreWill you outlive your money?
This is the single biggest concern of people who are saving for retirement. Once I retire will I have enough to last the rest of my life? It is an important question. Here's a video of one of the exciting strategies that could get you...
Read MoreDid you know?
I talk every day to folks who are worried about the market volatility that we are seeing today. Over and over there are concerns and lack of certainty that they are going to lose the money that they've worked so hard to save. Did you...
Read MoreAre you retirement ready?
You've probably seen your retirement investments take a roller coaster ride in 2018. If you're looking to retire next year or in 30 years it's important to know if you're on the right track. There are strategies that you can use to...
Read MoreHow to pick a financial adviser for your investments
This was a great article that helps you understand the mindset needed when picking a financial adviser...enjoy! From USA TODAY: How to pick the right financial adviser for your investments https://www.usatoday...
Read MoreAP Ohio Promo Flier
Curious about American Portfolios Ohio and what services we provide...check out this flyer! AP Ohio Flyer
Read MoreWhy do you need an independent financial adviser?
Why do you need an independent financial adviser? Investing is only part of what advisers do Good independent investors look at their client’s overall situation and help them create a comprehensive plan that meets their...
Read MoreCan you do a 1031 Exchange into a REIT? Yes, here's how...
As a professional financial adviser who also has a history in real estate and real estate investing the concept of a 1031 Exchange is extremely attractive. As I began to learn about the strategies that allow investors to use 1031...
Read More9 FACTS ABOUT SOCIAL SECURITY
Tip: How Much? Check your Social Security earnings and see an estimate of your benefits on the website, www.ssa.gov. Social Security’s been a fact of retirement life ever since it was established in 1935. We all think we know how...
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