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2018 Reflections: Your December Newsletter

2018 Reflections: Your December Newsletter

  As 2018 comes to a close, there isso much we have to reflect on.Check out some of what we’ve accomplished this year: We’ve seen continued growth within our office, adding four new team members to the marketing/sales and transactions departments....
November 2018 Newsletter

November 2018 Newsletter

This month we give thanks to you! We would not be where we’re at today without you as our loyal clients and followers.

OCTOBER 2018 NEWSLETTER

OCTOBER 2018 NEWSLETTER

AVOIDING A PROHIBITED TRANSACTION FOR YOUR SELF-DIRECTED IRA Self-directed IRAs give investors greater freedom to pursue tax-advantaged strategies for building wealth. Instead of the limited menu of stocks and bonds mutual funds and money market funds for most...
September 2018 Newsletter

September 2018 Newsletter

Want Tax-Free Savings for a Child’s Education? You Can Self-Direct a Coverdell ESA, Too! It’s that time of year again – school supplies, tuition, homework and education. To help you and the children you love, take advantage of a self-directed Coverdell Education...
Oh, the places we’ll go!  – August 2018 Newsletter

Oh, the places we’ll go! – August 2018 Newsletter

“Just never forget to be dexterous and deft. And never mix up your right foot with your left. And will you succeed? Yes! You will, indeed! (98 and 3/4 percent guaranteed.)” These words, written by Dr. Seuss in his world-famous children’s book,...
Let Freedom Ring! YOUR JULY NEWSLETTER

Let Freedom Ring! YOUR JULY NEWSLETTER

In the truest sense, freedom cannot be bestowed; it must be achieved. These words, spoken by Franklin D. Roosevelt, could not be truer today. This also rings true when it comes to financial freedom. With a self-directed retirement plan, you control the return on your...