by Savvysite | Aug 10, 2018 | Investing, Investing Basics, SWWM, The Savvy Minute
Today’s tip will cover “What is a REIT?” A REIT, also known as a Real Estate Investment Trust is a company that owns, operates or finances income-producing real estate. You can invest in REITs either by purchasing shares directly on an open exchange or by investing...
by Savvysite | Jul 17, 2018 | Investing, The Savvy Minute
Today’s tip will cover “How do I invest in Real Estate?” There are several ways for you to invest in Real estate. You can buy property which requires a down payment, money to maintain the property and the ability to cover payments in between tenants. If you are buying...
by Savvysite | Jan 25, 2018 | SWWM, The Savvy Minute
Today’s tip will cover “What are some of the benefits of 529 education saving accounts and the recent tax overhaul?” Many people will benefit from a change that allows assets in 529 plans to be used to pay for elementary and high school tuition. In addition, 529...
by Savvysite | Jan 16, 2018 | SWWM, The Savvy Minute
Today’s tip will cover “Why choose a 529 plan for college savings?” A 529 Plan is a college savings account that is exempt from federal taxes. These types of plans were introduced in 1996 to help taxpayers save for college expenses for a designated beneficiary. A few...
by Savvysite | Dec 21, 2017 | Estate Planning, SWWM, The Savvy Minute
What is a Trust? Simply put, a trust agreement is a document that spells out your wishes upon your death. When the time comes, how would you like your money and property distributed? However, depending on your specific goals and needs, there are many types of...
