Fulcrum Wealth Advisors

???? Happy Thanksgiving from All of Us at Fulcrum Wealth Advisors! ???? This Thanksgiving, we’re counting our blessings—and you’re at the top of our list! We’re so grateful for the trust, support, and connection you bring to our community. May your day be filled with laughter, love, and delicious food. ??? Here’s to celebrating everything we’re thankful for, big and small. Thank you for being part of our journey. Wishing you and your loved ones a wonderful holiday! #HappyThanksgiving #Gratitude #ThankfulHeart #CommunityMatters

Investments in rental real estate provide a unique opportunity to defer capital gains taxes under the like-kind exchange rules of Internal Revenue Code Section 1031. Unlike Individual Retirement Accounts (IRAs), the tax deferrals in a Section 1031 exchange are not subject to required minimum distributions, meaning that taxes can be deferred over an investor's entire lifetime.

?? Financial independence means staying in control—are you set up for success? No one wants to be financially dependent on others during retirement. Jim Falcone will cover investment strategies to help Boeing retirees maintain independence and confidence in their financial future. Don’t miss out—register now! #FinancialIndependence #InvestingInRetirement #BoeingRetirees #JimFalcone

?? Planning for healthcare costs is crucial in retirement—are you prepared? Healthcare expenses tend to rise as we age, impacting your retirement nest egg. Join Jim Falcone’s Investing in Retirement webinar to learn about strategies to prepare for future medical costs, giving you peace of mind for years to come. Register today to safeguard your future! #HealthcareCosts #RetirementPlanning #InvestingInRetirement #BoeingRetirees

?? Smart investing doesn’t just grow wealth—it can also help reduce tax burdens. Retirees face unique tax challenges, and a well-structured investment approach can make a big difference. Join us as Jim Falcone unpacks tax-efficient investing strategies to help you keep more of your hard-earned money. ?? November 19, Tuesday at 12 pm PST | ?? Virtual Event Reserve your spot now! #TaxEfficientInvesting #RetirementPlanning #BoeingRetirees #JimFalcone

?? Inflation erodes your purchasing power over time—what’s your strategy to protect against it? ?? At our upcoming webinar, Jim Falcone will guide aspiring Boeing retirees on how to invest strategically to counter inflation. Secure your future by learning how to keep up with rising costs and maintain your lifestyle. ?? Sign up today for this invaluable session! #RetirementPlanning #Investing101 #InflationProtection #BoeingRetirees

?? Longevity in retirement is a blessing—but are your savings prepared for the long haul? ?? With life expectancies rising, retirees need strategies to ensure their money lasts as long as they do. Join Jim Falcone’s webinar on Investing in Retirement to learn ways to make your retirement portfolio last. ??? Date: November 19, Tuesday at 12PM PST ?? Register Now! #RetirementInvestment #LongTermPlanning #BoeingRetirees #JimFalcone

?? Are you an aspiring Boeing retiree? Ready to learn how to make your retirement savings work for you? ?? Join our upcoming webinar with Boeing retirement specialist Jim Falcone, where we’ll discuss Investing in Retirement and explore strategies for securing a stable income stream beyond your working years. ?? Don’t miss this chance to plan for a comfortable, worry-free future. Save your spot today! #RetirementPlanning #FinancialSecurity #BoeingRetirees #Webinar

Boeing's market performance and your RSUs: Our blog discusses how to secure your investments in volatile times. #FinancialSecurity #Boeing https://lnkd.in/g8wECXgz

If you’re nearing or in retirement, you’ve probably thought about working with a professional to help manage your savings. However, one question often arises: “Where is my money held when I work with a Registered Investment Advisor (RIA)?”?