Seniors & Financial Scams As a Gen X Sandwich Generationer, I understand the crucial role we play in our families’ lives. We are not just raising our own children but also guiding our Boomer parents through the challenges of aging, including the threat of financial scams. There’s a lot to think about, plan for, and …
Understanding Real Estate Investing: The Significance of a 1031 Exchange into a DST If you own real estate as an investment property, at some point, you may have considered selling your asset and replacing it with another property for any of several reasons. Typically, investors who do this often consider a 1031 exchange. This …
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529 Plans and SECURE 2.0: More Flexibility The cost of college has skyrocketed, and it raises the question of whether the cost/benefit assumptions of a college education should be revisited. The Federal Reserve did just that, with a web feature called “The Labor Market for Recent College Graduates.” This is an interactive, consistently updated …
https://www.youtube.com/watch?v=fysOehZkpT8 Summary In this episode of Healthy and Wealthy Retirement, Mark Struthers discusses the concept of Return on Memories (ROM) and how to enhance the quality of our experiences in retirement. He emphasizes the importance of being intentional in our choices, creating organic memories, and capturing these moments through photography. The conversation highlights the balance …
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