If you answer “yes” to any of the questions above, join us for our upcoming webinar on December 8 at 12pm PST to learn about investment opportunities through fractional ownership of properties with corporate guaranteed leases, including medical facilities and other recession-proof businesses.
Our special guest, Scott LeFevre, President of Rockwell Properties, will give an introduction to the tenants-in-common (TIC) industry and discuss why the right TIC investment is a great way to diversify your investment portfolio. Reserve your spot today at the link below:
The end of 2015 is approaching and it’s time to plan ahead for your taxes this year. It’s no secret that saving taxes accelerates wealth and compresses your time frame towards financial independence. But what are the best strategies to accomplish this? Tony Watson from Robert Hall & Associates will share the best tax-saving strategies that investors should know.
Solo 401k Plan Restatement Deadline
April 30, 2016, is the plan restatement deadline for employers using pre-approved retirement plan documents to sign an updated version of their 401(k), profit-sharing or other defined contribution retirement plans. Retirement plan documents must be revised when the law changes. In an updated web page, the Internal Revenue Service (IRS) reminds plan sponsors that document providers who offer pre-approved plans update the plan in its entirety once every six years…
IRA Real Estate: Alternative Investing Through
In today’s bull(ish) market, you really should be reviewing your portfolios for asset allocation and the corresponding exposure to risk. Does the stock market feel a bit over-heated to you? It may continue to increase for the next couple of years, but corporations have boosted the value of their shares through easy money financing so the real question is: when will the easy money stop and will you be prepared for it?
A great way to diversify your holdings and hedge against a correction is to purchase IRA real estate with your deferred tax investment vehicles…
3 Reasons You Need to Set Up a Living Trust
Many people do not set up a living trust, sometimes not because they can’t afford to, but because they don’t understand the needs for one. Why would you need to set up a living trust? The truth is, there are many reasons but the main ones are to avoid probate, conservatorship and to give powers of attorney to someone you trust…
Protect the Your Loved Ones
with Life Insurance
Life insurance is a vital part of the overall financial plan. Is your family protected with the life insurance? Do you know if you have enough coverage? Do you know if you are overpaying for your life insurance coverage? Our affiliate website BestTermLife.net has Life Insurance Needs Calculator and allows you to get a quote from top insurance providers at once. Have them compete for your business! Click below now to visit the website!
Wisdom from the Bible
“Keep your life free from love of money, and be content with what you have, for he has said, “I will never leave you nor forsake you.”
Could You Be the Next Success Story?
Many of our clients started with little knowledge of how a self-directed retirement account can help their investing ventures. This is why our team is here to provide all the support and guidance you need.
Explore the possibility of gaining total control over your retirement funds today, simply pick up the phone and call us at 949-228-9394. Or schedule a free appointment with one of our retirement planning experts:
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Our team at Sense Financial is committed to educating individual investors, professionals and business owners about financial concepts that make sense. We offer live events in Southern and Northern California geared toward self-directed investing. We also offer webinars, so no matter where you are, you can join us and invest in yourself.
If we can be of any service to you, please give us a call or contact us via email. Our team is committed to providing quality service to our clients and investors.
Sense Financial Team
Disclaimer: Sense Financial Services LLC is not a fiduciary and does not provide legal, tax, investment, accounting or other professional advice. If legal, tax, investment, accounting or other expert assistance is needed please use services of competent professional.
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