Financial planning and execution looks different when you have real estate as a significant part of your plan. Whether you are a passive investor, and active investor, or a little of both, your real estate holdings should be treated with the same level of care and sophistication as your equities-based holdings.
If you have done a few 1031 Exchanges, you may have heard mention of a DST. A DST is a security available to accredited investors that can stand as the relinquished or replacement property in a 1031 exchange. If you would like to learn more, click the button below to watch a couple short videos.
As an independent, multi-lines agency, The Haney Company specializes in insurance & retirement programs for Associations and their executives, business owners, and high net worth individuals, and tailors solutions to meet your needs—whether it includes life insurance or property & casualty, financial and wealth management, or retirement planning.
How much thought have you given to your legacy? The younger you are, the less likely it is that you have given any thought whatsoever to the legacy you will leave once you are gone. The reality is that everyone leaves a legacy, to one degree or another. Just like with investing, the earlier you get started the more likely you are to achieve the results you set out to achieve. Legacy 101 will challenge your thinking and give you great information regarding topics like retirement, estate planning, business succession, and relationship success. You can set out a plan to leave the legacy you wish to leave. It is never early, nor is it ever too late, to implement a plan.