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What is a Real Estate Investment Trust (REIT)?

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What is a Real Estate Investment Trust (REIT)?

At the most basic level a real estate investment trust is a company that owns operates or finances income-generating real estate They allow people to invest in a trust that... Read More >

What to Consider If You Think You’re Asset-Rich but Cash-Poor

There s a chance that an individual may find themselves in a circumstance where they possess significant wealth in their house but lack sufficient cash in their bank account Over... Read More >

Dinner Seminar – Valparaiso, IN

October 29th or 30th at Pesto’s 

Simplify your life with a wealth & tax team that connects you to what matters most.

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