About Ana Reano

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So far Ana Reano has created 41 blog entries.

What is Wealth Planning, Really?

It can be all too easy to focus on just one aspect of your financial life-and in doing so, miss opportunities as well as incur unnecessary risk. That’s where wealth planning comes in. Wealth planning is all about examining your full financial picture-not simply investments, although they’re included, but also your advanced needs. These might

2021-09-08T19:21:46+00:00September 8th, 2021|Financial Planning, Professional Advisors|

Managing Your Health in a Post COVID-19 World

Regardless of how COVID-19 has affected your personal health, chances are that it has made a difference in the health care you receive and are able to access. We asked Dan Carlin, M.D., CEO and founder of concierge telemedical practice World Clinic, for some of the biggest health care-related lessons that he thinks will come

2021-08-02T16:36:32+00:00August 2nd, 2021|Health, Lifestyle|

Quit Being a Landlord & Retire: How DST’s Help Retirees Find Time & Freedom!

Great news! Your CPA has informed you, "you will make a lot of money through your real estate portfolio...the bad news, you will have to cut a fat check to the IRS; you're getting killed on capital gains taxes and depreciation recapture." Sure, you're familiar with the 1031 Exchange Tax Code. You are at the

Working with the Right Advisor

These days, too many successful, wealthy individuals and families are simply not getting the advice that’s most appropriate to help them achieve their key financial goals. There are a number of reasons for this. But one main culprit is that, overall, there are a relatively small number of financial advisors we would describe as extremely

2021-07-13T16:44:24+00:00July 13th, 2021|Financial Planning, Investments, Wealth|

Save 1031 Exchanges = Save Small Businesses

Under President Biden's April 28th tax proposals, two would affect the world of 1031 Exchange's. Under these two proposals, Section 1031 would be modified to: Eliminate the use of Section 1031 for deferring gains over $500,000. Eliminate the step-up cost basis at death. Since 1921 1031 Exchanges have been a vital part of the U.S.

2021-06-10T14:40:27+00:00June 10th, 2021|1031 Exchanges, Investments, Real Estate|

The Surprising Power of Connectedness

It seems like everyone wants to know what it takes to live fulfilling lives, foster happier families, create and manage stronger teams, and have happier clients. And why not? Can you imagine a life where all those outcomes are a reality? The good news: There’s a way to pursue those results that research has shown

2021-06-02T17:37:57+00:00June 2nd, 2021|Business Tips, Lifestyle|

Navigating Credit Card Rewards During COVID-19 Times and Beyond

The pandemic has impacted people’s financial lives in ways both large and small. For many of us, it’s changed how we spend our money, and therefore how we accumulate and use those “oh so desirable” rewards doled out by our credit card companies, travel reward programs and the like. With that in mind, we reached

2021-05-05T17:20:49+00:00May 5th, 2021|Lifestyle|

Virtual Experiences We Think You’ll Love

When COVID-19 first hit, closures and lock downs made virtual resources the only way to see certain sites-drawing in viewers to virtual zoo tours and the like. A Forbes article reported that the number of searches for the term “virtual tour” soared from 1,300 in February 2020 to nearly 10,000 the following month, when cities

2021-04-13T17:07:40+00:00April 13th, 2021|Lifestyle|

Top Benefits for Real Estate Investors to Spring into DST’s

Delaware Statutory Trust’s (DST’s) are legal entities that allow for fractional ownership of real estate assets by accredited investors. Beneficial interest in a DST is treated as direct interest in real estate for tax purposes, qualifying as “like-kind” property in a 1031 Exchange. Investors can defer taxes by exchanging real property for an interest in

“We, the Family”: The Benefits of a Family Constitution

Wealth and family can be a tricky mix. Affluence can help families achieve great things and realize their shared vision, of course. But it also can create resentments and rifts that could potentially damage a family’s financial position and cause estrangement among family members. What’s more, as wealthy families grow and expand over time, one

2021-03-02T17:58:46+00:00March 2nd, 2021|Family, Wealth|
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