In my experience, most corporate employees in their 50’s and early 60’s have two main sources of retirement funding, their 401(k) and Social Security. Both are controlled by the government. Most know that the future of Social Security is cloudy and have been adequately conditioned not to rely too heavily on that income stream for […]
Statistics from Seeking Alpha show that the S&P 500 has had average returns 10.67% annualized since the inception of its modern structure in 1957. Warren Buffet recommends putting your money into an index fund and not touching it. So why doesn’t everybody have successful investment results? The reason that people may have trouble in […]
Are you looking for ways to invest in companies that align with your values and beliefs? If so, you might be interested in ESG investing, a growing trend in the finance industry. ESG investing enables investors to put their money into socially responsible investments that reflect their personal values. This blog post will delve […]
Estate planning is an important step for anyone looking to preserve their assets and financial future. It involves creating a will, setting up trusts, appointing powers of attorney, and more. In addition to these basics, there are also gifting strategies, charitable giving options, and other steps you can take to ensure your estate is taken […]
As a small business owner, you are likely well aware of the importance of financial planning. From tax planning to retirement plans, there are many aspects to consider when managing your finances as a business owner. In this blog post, we will provide insights into how to manage these issues and offer advice on how […]
Money is a valuable resource with finite limits, and how it is used can significantly impact one’s life. It affects your lifestyle, stress level, security, and legacy. To understand how to make the most of this limited resource, it’s essential to understand the basics of financial management. This blog post will discuss ways to maximize […]
Most people plan more for a vacation than they do for retirement. When planning for a trip, you research the weather, where you want to stay, where you want to eat, what excursions you want to take, and how long you’re going to be there. Then, hotels are booked, restaurant reservations are made, excursions planned, […]
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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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