Qualified Intermediary for 1031 Tax Exchange

  If you’re considering a 1031 tax exchange to defer payment of capital gains tax on your real estate investment, it’s important that you understand the basics of the 1031 exchange process. As a general rule, savvy investors understand the low-level nuts and bolts of the transaction – but things can get a little sticky … Read more

A Must-Do List for Debt Management Plans

Are you on a debt management plan and have no idea what the dos and don’ts are? Keep reading for a detailed analysis on what to do and what not to do when you are following a debt management program. Role of the Debt Management Plan A debt management plan (DMP) can help you make … Read more

Alternative Funding for Your Business

Recently, my newspaper reported that a local bank “…earned a four star excellence rating for the sixty-fourth consecutive quarter.” That’s sixteen years of four star excellence! The article went on to say that the “rating is based on a complex formula that includes …capital safety levels, quality of loan portfolio, and the ability to meet … Read more