As the new year begins, it presents an opportunity to establish financial goals and plans that can influence the rest of the year. This blog offers practical tips to help you organize your finances in the first quarter, setting a solid foundation for the months to come. Understanding Your Current Financial Position: The first step […]
As a small business owner, your business may feel like more than just a job; it has the potential to be a part of who you are. It may be an embodiment of your dreams, hard work, and dedication. However, in the midst of managing day-to-day operations and planning for the future, it is easy […]
As we move into the new year, it is a time for reflection and planning, particularly for small business owners and those nearing retirement. Thornwood Financial, with its expertise in small business advising, retirement plan management, and 1031 exchanges, emphasizes the importance of setting realistic financial resolutions for the upcoming year. With this in mind, […]
As life unfolds, it brings with it significant milestones – marriage, home ownership, parenthood, and more. Each of these events not only marks a personal transformation but also calls for a reassessment of one’s financial plan. At Thornwood Financial, we understand the impact these life changes can have on your financial health and are committed […]
In today’s competitive job market, Thornwood Financial believes that retaining top talent is as crucial as attracting it. The concept of “golden handcuffs” – offering a mix of incentives and benefits to encourage employees to stay with a company – has become a key strategy for many businesses. This approach not only rewards employees, but […]
As the holiday season approaches, excitement and festive spirit fill the air. However, for small business owners and those focused on financial planning, particularly for retirement or engaging in 1031 exchanges, it is also a time to be mindful of financial decisions. At Thornwood Financial, we understand the challenges and opportunities this season brings. That […]
In the world of finance, the term ‘alternative investments’ has gained significant traction. For those accustomed to the traditional spheres of stocks, bonds, and cash equivalents, the realm of alternative investments may seem intriguing yet complex. At its core, alternative investments represent assets that do not fit into traditional categories. As investors seek ways to […]
The digital age has transformed nearly every aspect of our lives, from the way we communicate and shop, to the manner in which we work and even invest. As the complexities of the digital economy continue to evolve, investors and businesses alike are seeking guidance on how best to position themselves for potential growth and […]
The stock market has always been a realm of unpredictability, where fortunes can be made or lost in the blink of an eye. Navigating the volatile waters of the stock market requires a combination of strategy, knowledge, and discipline. Let’s explore how to navigate the ever-changing landscape of the stock market. 1. Diversification Is Key […]
Retirement planning is a critical aspect of financial well-being, and a well-structured 401(k) plan can play a pivotal role in a confident retirement. In this article, we delve into tips that may help you make the most of your retirement savings through effective 401(k) planning. 1. Start Early and Contribute Regularly One of the most […]
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IRC Section 1031, IRC Section 1033 and IRC Section 721 are complex tax concepts, therefore you should consult your legal or tax professional regarding the specifics of your particular situation.
Investments in securities are not suitable for all investors. Investments in any security may involve a high degree of risk and should only be considered by investors who can withstand the loss of their investment. Prospective investors should perform their own due diligence carefully and review the “Risk Factors” section of any prospectus, private placement memorandum or offering circular before considering any investment. Securities offered through Concorde Investment Services, LLC (CIS), member FINRA / SIPC. Advisory services offered through Concorde Asset Management, LLC (CAM), an SEC registered investment adviser. Insurance products offered through Concorde Insurance Agency, Inc. (CIA). Thornwood Financial is independent of CIS, CAM and CIA. To access Concorde’s Form Customer Relationship Summary (CRS), please click here.
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This is for informational purposes only, does not constitute as investment advice, and is not legal or tax advice. Please consult the appropriate professional regarding your individual circumstance.
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