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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