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Join us for a Free live VIA Zoom:

Tackle Your 2026 New Year’s Resolution 12/30/25 6:30 EST NJ/NY Time

How We Are Different

• The True Value of a good advisor. The Story of Ron Click to read>>
• Your agent is incorrectly calling themselves a fiduciary. Find out what you should be asking and looking out for>>
• Why you need an Independent Advisor. How we protect you from your custodian or bank>>

Landlord Exit Solutions

• What is a Delaware Statutory Trust (DST)? Learn more>>
• What is a 1031 Exchange, and how do I protect myself from the high failure rate? Learn more>>
• What are the benefits of owning a Delaware Statutory Trust (DST)? Learn more>>
• What are the disadvantages of owning a Delaware Statutory Trust (DST)? Learn more>>
• What are the different kinds of Delaware Statutory Trusts available? Learn more>>
• A 721 Exchange will never require another 1031 to defer taxes Learn more>>
• QOZ, pay the depreciation recapture, but potentially reduce the capital gains tax. Learn about the potential 10-50% capital gains tax forgiveness>>

Non-Real Estate Capital Gain Relief

• From Stuck to Free, taking action before it is too late to diversify & Stop the capital gains taxes through a QOZ. Learn how to get your tax bill paid for and get tax-free gains>>
• Goodbye 2026 QOZs and hello, the new 2027 QOZ. Learn about the upfront 10-50% capital gains elimination tool>>

Fun Wisdom

• Make Time Work For You. Use the rule of 72 to quickly make sense of your priorities so you enjoy life to the fullest.  Learn when it's the best time to splurge>>
• Investing & Politics Do Not Mix Do Elections Impact Your Investments>>
• The next 2008-like crisis. Watch this bubble closely>>

Investment Tactics & Awareness

• The Bond Market Has Changed: Why Long-Term Bonds May No Longer Be a Safe Haven>>
• Stop the taxable mutual fund distributions. Learn why most mutual funds don't belong in your brokerage account>>
• IRA destruction on purpose? The mother of all Roth Conversion Strategies. A temporary value manipulation tax strategy that is legal for now (Feb 2026)  >>Stay tuned for my article
• I used to love Target Date funds, but now this is why I hate them >>Stay tuned for my article
• Your first question is about how to get the best yield on a CD! Let me educate so your priorities help build a better future. >>Stay tuned for the article