Tag Archives: financial planning

Transitioning into Retirement Confidently

Retirement is an exciting and rewarding milestone in life. But it can also be a daunting transition. Many retirees face financial, mental, and physical challenges that they never expected. That’s why DuPont Wealth Solutions wants to help you make the most of your retirement years by telling you how to prepare for it in a healthy way.

4 Things To Do With Old 401(k)s

As you move on to new opportunities, it’s important to not forget about your old 401(k) or 403(b). These accounts are likely a big part of your retirement savings! So, it’s important to know your options when it comes to what you can do with these accounts.

How to Defer and Reduce Capital Gains Taxes on Investments 

There are several strategies you can use to defer, reduce, and eliminate capital gains tax on real property and other assets. 1031 Exchanges, Delaware Statutory Trusts, Opportunity Zone Funds, and Installment Sales are just a few options to discuss with a trusted financial advisor.

What Are My Long-Term Care Options? 

Long-term care refers to a variety of services that help meet both the medical and non-medical needs of people who cannot care for themselves for long periods. There are several different types of long-term care options available, each of which is best suited for different individuals. Here are just a few of your options.

5 Questions to Ask Your Financial Advisor Before a Recession

While the U.S. is not currently in a recession, it is a very likely future. Working with a trusted financial advisor is one of the best ways to get through a recession unharmed. They should be able to guide you through this tough time with minimal losses. In order for them to do so, you both need to know what your expectations and goals are. Here are 5 important questions to ask your financial advisor that will help spark conversation. 

5 Real Estate Niches You Need to Know About

Investing in real estate is a common way to increase your income. You can be as involved or uninvolved as you want depending on the properties you invest in. There are many different real estate niches that you can explore. Finding the one that is right for you is the key to a successful investment!

Here are 5 real estate niches you should know about.

How to Best Utilize Human Capital Based on your Generation

It’s no secret that the economy is heading towards a recession. And, it’s likely that things will only get worse before they get better. That is why it’s important to start thinking about ways to prepare. One of the best ways to do this is by investing in your own human capital. Human capital is the value of a worker’s skills, knowledge, and experience. It’s what makes you valuable to employers and helps you earn a higher salary.