Rachell Roach, Financial Advisor with Eagle Strategies LLC

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If you've made a large capital gain from selling a property and want to do a 1031 exchange, you might want to pause and consider how that will affect your portfolio in the long term.

A 1031 Exchange May Look Great on Paper, But It's Not Just About Taxes If you're considering a 1031 exchange after making a large capital gain from selling a property, stop and ask how it will affect your portfolio in the long term.

Debt relief can feel like the answer when bills are piling up, but it comes with a cost. Depending on the route you take, your credit score could drop significantly. This article from CNBC breaks down what each option actually does to your credit and how long the damage lasts:

https://cnb.cx/4nWZgva

Do you know someone who would like to work with a Financial Professional on their financial goals? I'd love to connect and talk through how I can support them.


The article is provided for informational purposes only. Any actions you take regarding debt repayment and credit cards are made at your own discretion. Paying off debt, opening or closing credit cards, or changing your credit utilization may impact your credit score and profile. There is no guarantee of specific outcomes related to credit score changes.

In this week's Ask the Editor Q&A, Joy Taylor answers questions on available tax breaks for retirees with a side hustle.

Ask the Tax Editor, May 15: Deductions for Self-Employed Retirees In this week's Ask the Editor Q&A, Joy Taylor answers four questions on available tax breaks for retirees with a side hustle.

This Memorial Day, we pause to remember and honor the men and women who gave their lives in service to our country.
We are grateful for their sacrifice and hold their families in our thoughts today.

Retirement is sometimes reduced to the question: “Do I have enough?” And while this is indeed important, it’s only a part of the story.

The Retirement Readiness Checklist That Goes Beyond Savings Review cash flow, withdrawals, debt and taxes before you retire. This guide shows how to strengthen your plan and avoid gaps that can strain your savings.