by Jason Weibert | Jan 23, 2019 | Uncategorized
Video Transcript: If you own investment property, you need to know how the IRS Section 1031, commonly referred to as a 1031 exchange, can work for you. A 1031 exchange is a strategy that allows an investor to defer capital gain taxes by selling a property and then...
by Jason Weibert | Jan 22, 2019 | Uncategorized
Video Transcript: You might be asking yourself, “When should I retire? Should I retire early or defer it?” Deciding when to retire may not be just one decision, but a series of decisions and calculations.For example, you’ll need to estimate not only your...
by Jason Weibert | Jan 21, 2019 | Uncategorized
What are the three stages in your financial life? The first stage is preparing for life’s uncertainties. The second stage is managing your net worth and the third stage is managing retirement and your estate. The base of the pyramid is preparing for life’s...
by Jason Weibert | Jan 18, 2019 | Uncategorized
Video Transcript: People often ask us what we do at Mike Bonacorsi, LLC. Our mission is to prepare, guide and support our clients through major life events. For example, if you’re going through a divorce, we’ll help you prepare by taking a close look at your financial...
by Jason Weibert | Jan 17, 2019 | Uncategorized
Video Transcript: As life expectancy has grown, your retirement now can last between 20 and 30 years. So Social Security planning is critical, no matter how much money you have. It can make a difference of hundreds of thousands of dollars. For example, if you retire...
