Estate Planning- Trusts

Key Considerations for Smooth Wealth Transfer Planning

Key Considerations for Smooth Wealth Transfer Planning. Components of a robust estate plan include a will, trusts, a power of attorney, and healthcare directives. A will specifies how your assets should be distributed upon your death. Trusts, which hold and manage assets on behalf of beneficiaries, can be tailored to meet specific needs, such as reducing estate taxes or providing for minor children. A power of attorney grants someone the authority to make financial and legal decisions on your behalf if you become incapacitated, while healthcare directives outline your medical treatment preferences.
Ocean View

The Secret to Why Oceanfront Homes are a Great Investment

By Tim McMahon | March 4, 2023

When it comes to real estate, there are a lot of different factors to consider when making an investment. Location is always one of the most important factors, and for a good reason. The location of a property can make or break its value. So, if you’re looking for a sound investment that will only appreciate in value over time, you can’t go wrong with an oceanfront home.

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Nurse vs Assisted Living

In-Home Nurse vs. Assisted Living Facilities: Which Is Best for Your Loved One

By Tim McMahon | February 27, 2023

As our loved ones age, we face many difficult decisions. One of the most difficult is keeping them at home or in an assisted living facility. Both have pros and cons, and it’s essential to consider all factors before deciding. This blog post will explore the differences between in-home nurses and assisted living facilities and help you decide which is best for your loved one.

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Receive Payment for Your Home's Sale

5 Ways to Receive Payment for Your Home’s Sale

By Tim McMahon | February 21, 2023

Selling your home can be a stressful process. From finding the right buyer and negotiating the best deal to packing up all of your belongings, there are a lot of moving pieces. One important part of the sale process is how you will receive payment. Here are some ways you can receive payment for your […]

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Avoid Financial Emergency

How to Avoid a Medical Emergency Becoming a Financial Emergency

By Guest Author | February 16, 2023

No one likes to think about the possibility of a medical emergency, but it’s important to be prepared in case the worst happens. Medical emergencies can quickly become financial emergencies if you don’t plan ahead. That’s why it’s important to take steps now to make sure you and your family are protected from medical costs in case of an emergency.

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Taking Out a home loan

What You Should Know Before Taking Out a Home Loan

By Tim McMahon | February 1, 2023

Buying a home is one of the most important decisions you’ll ever make. It’s also one of the most expensive and complicated. Before taking out a home loan, there are several key things to keep in mind. Knowing these key factors can help potential homeowners protect their financial future while ensuring they get the best deal possible on their home loan.

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Financially-Recovering

Recovering Financially After Addiction

By Guest Author | January 27, 2023

The process of recovery after addiction is long and hard. There are bridges to mend, mistakes to correct, and apologies to make. And it is by no means uncommon that people find themselves in considerable trouble once they decide to put their addiction behind them. So, to make your journey to recovery a bit easier, we will give you a couple of tips on how to financially recover after addiction.

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Managing Wealth in Your 30s

5 Strategies for Managing Wealth in Your 30s

By Tim McMahon | January 20, 2023

In your 30s, it’s time to start thinking about the future and taking steps to ensure that you are financially secure. Whether you are just starting out or already have a sizable nest egg, now is the perfect time to make sure that you are taking advantage of all the opportunities available to help grow and protect your wealth. Here are five strategies to consider when managing your wealth in your 30s.

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Health Insurance Tips

Quick Health Insurance Tips

By Brooke Chaplan | December 22, 2022

With many major advancements in medical technology, physicians can do many wonderous things. However, when this technology is implemented, it can cost a lot of money. Having adequate health insurance for you and your children can make all the difference in your future financial health.

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Christmas Presents

Simple Ways to Avoid Overspending This Holiday Season

By Tim McMahon | December 20, 2022

Holidays are a wonderful, magical time of the year that eventually ends and somehow takes most of your money with it. If you are looking into how you can prevent this, we’ve got you covered! Here’s a guide on the simple ways to avoid overspending this holiday season.

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Sell Real Estate Tight Market

5 Ways to Sell Your Real Estate in a Tight Market

By Tim McMahon | December 16, 2022

With interest rates rising many people are deciding to stay in their old homes rather than get a new place with a higher interest rate. This means not only fewer sellers but also fewer buyers. Not long ago, it was a “seller’s market” in most of the country, i.e., sellers had the advantage and could often get more than their asking price.

Recently, conditions have shifted, and buyers who can afford higher mortgage rates are gaining the upper hand, i.e., a “buyer’s market”.

If you’re considering selling your home, you may be wondering the best way to go about it. There are a lot of different factors to consider, such as your current local market climate, your personal timeline, and what type of sale would be most profitable for you. This post will explore five different ways to sell real estate so that you can make the best decision for your situation.

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