Financial Insights

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Kerim Tulun, CFP®

What You Need To Know About Delaware Statutory Trusts

DSTs or Delaware Statutory Trusts are continuing to be a viable option for many real estate owners that are entering retirement looking to relieve themselves of landlord duty and are tired of dealing with tenants, toilets and trash! Here’s a 60-sec version on how DSTs work.

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Kerim Tulun, CFP®

529 Rollovers

529 accounts are getting a lot more powerful with the recent SECURE Act 2.0 legislation that went into effect on January 1st.

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Kerim Tulun, CFP®

2021 Limits for IRAs, 401(k)s and More

On October 26, the Treasury Department released the 2021 adjusted figures for retirement account savings. Although these adjustments won’t bring any major changes, there are some minor elements to note.

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Election 2020
Kerim Tulun, CFP®

Election 2020: Preparing for Any Outcome

As the U.S. presidential election draws near, expect to see more and more headlines that propose, “What will happen next if this person is elected?” or, “What policy changes to prepare for in the next four years?”

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Kerim Tulun, CFP®

Market Behavior and the Economy

As states cautiously begin the process of relaxing their COVID-19 restrictions, some are wondering, “Why is the stock market doing so well when the economy is doing so poorly?”

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