Helpful Resources

When investors think about a 1031 exchange, the conversation often begins and ends with one question:"How much tax can I defer?"While tax deferral remains one of the most powerful benefits of a Section 1031 exchange, a recent Financial Experts Network webinar featuring Lucas Simmons and Ray Simmons of Exchange Planning Corporation (EPC) highlighted why advisors should be looking beyond the immediate tax savings.

When people hear the phrase estate planning, they often think about ultra-high-net-worth families trying to avoid federal estate taxes. But for many households with a net worth between $2 million and $5 million, the biggest planning risks have little to do with federal estate taxes at all.

For many clients, the sale of a primary residence represents one of the largest financial transactions of their lifetime. And in high-appreciation markets, it can also create one of the largest tax surprises.

For many parents, the college admissions process feels dramatically different than it did a generation ago — and they’re right.What was once a relatively straightforward process has evolved into a highly strategic, emotionally charged, and financially complex experience. Acceptance rates at flagship universities are shrinking, early decision applications are soaring, waitlists are growing longer, and families are struggling to understand what actually matters in admissions decisions.

Estate planning conversations are changing rapidly — and advisors who fail to adapt may be leaving clients exposed in ways many families never see coming.In Session 2 of the Estate Planning Masterclass, estate planning attorney Alan Gassman and advanced planning expert Scott Levin tackled two areas that are becoming increasingly critical in modern planning: digital assets and advanced real estate trust strategies.

For all the headlines, political commentary, and social media buzz surrounding “Trump Accounts,” one thing became very clear during Financial Experts Network’s recent webinar with IRA expert Denise Appleby:These accounts are not just about a one-time $1,000 government contribution.They may represent one of the most interesting long-term retirement planning opportunities for children that advisors have seen in years.

Divorce planning is often viewed through a legal lens, but for financial advisors, CFP® professionals, CDFAs®, and wealth managers, the real challenge is helping clients understand how today’s decisions affect the next 10, 20, or even 30 years of their financial lives.

Retirement Isn’t Just About the Numbers: Key Lessons from J.P. Morgan’s 2026 Guide to RetirementRetirement planning conversations are changing.For years, retirement advice focused heavily on accumulation, withdrawal rates, and portfolio construction. But during a recent Financial Experts Network webinar featuring Sharon Carson of J.P. Morgan Asset Management, the conversation expanded far beyond spreadsheets and Monte Carlo projections.

Why Roth Accounts Often Look Better in Long-Term ModelingOne of the biggest findings from the presentation was surprisingly consistent:Across the simulations presented, overweighting traditional retirement accounts was never the best-performing strategy.That doesn’t mean traditional accounts are bad. Far from it.But the modeling repeatedly showed that: