by admin-wfsnerd | Feb 9, 2023 | Uncategorized
Rent or Own a home in your 50’s, 60’s or 70’s? Pros of Financing or Refinancing a Home in Your 50’s, 60’s, 70’s Lower Interest Rates: With the current low-interest rates, refinancing your home can lower your monthly mortgage...
by admin-wfsnerd | Feb 7, 2023 | Uncategorized
DST vs 1031 What You Need to Know What is a Deferred Sales Trust (DST)? A tax-deferment strategy for selling an investment property. Utilizes a trust structure to defer capital gains taxes. Investors receive a guaranteed income stream and potential growth...
by admin-wfsnerd | Feb 1, 2023 | Uncategorized
Allodial Title: The Key to Tax-Free Property Ownership What is an Allodial Title? An allodial title is a type of property ownership that frees the owner from paying property taxes. It is a form of ownership where the property is owned outright and cannot be...
by admin-wfsnerd | Jan 21, 2023 | Uncategorized
Boli Introduction BOLI, or Bank Owned Life Insurance, is a type of life insurance that is purchased and held by national banks. But how much money do banks have invested in BOLI and which banks have the most holdings? In this post, we’ll explore the ins...
by admin-wfsnerd | Jan 16, 2023 | Uncategorized
Term Life Insurance Introduction “Are you aware of the benefits and drawbacks of term insurance? Keep reading to learn more about this important coverage option.” Old vs New Term Insurance “When it comes to term insurance, it’s important...
