David Chazin - Articles

 (151)

David Chazin is a fee-based financial planner with Sagemark Consulting. His practice focuses on providing his clients with a comprehensive solution to their financial needs. He delivers objective, strategic, and prudent advice designed to help his clients accumulate, retain and transfer wealth. This typically involves developing a customized, fully comprehensive financial plan identifying issues that need to be addressed and outlining steps that need to be taken. David then helps his clients implement the recommended strategies to best reach their financial goals, giving them a great deal of personal attention and adapting their plan to fit their ever-changing lives.

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57

Buy-sell Agreements: Taking Care of the Eight D’s
Most closely held businesses, especially multi-owner corporations and partnerships need to have a buy-sell agreement in place. Individually owned businesses can also profit from the use of a buy-sell agreement. This is essential for smooth transition of ownership upon the occurrence of several events, namely the “Eight D’s.” Read
By: David Chazin | 16/07/2007 | Finance
Popularity
51

Are your Assets Really Diversified?
The basic purpose of diversification is to reduce your risk of loss. It's primarily a defensive type of investment policy. Depending on your investment goals and tolerance for risk, your strategy may emphasize one type of investment over another. But overall, your plan should be diversified. Read
By: David Chazin | 16/07/2007 | Investing
Popularity
50

Annuities: a Retirement Planning Tool to Consider
When it comes to deferring taxes, people normally think of retirement accounts like 401(k)s, Keoghs, SEPs, and IRAs. But there’s another way to defer taxes on your investment earnings until you reach retirement age: by purchasing an annuity. This article explains the basics of annuities and their advantages. Read
By: David Chazin | 16/07/2007 | Finance
Popularity
50

1031 Exchanges, a Tax-deferred Real Estate Strategy
1031 exchange, is named for a section of the Internal Revenue Code that authorizes this conversion of appreciated property into an income stream—while deferring up to 100% of the capital-gains tax that would otherwise be due on the sale. With a 1031 exchange, you can dispose of an investment property without paying an immediate capital-gains tax (or triggering a depreciation recapture tax) if the entire proceeds are used to purchase full or partial interests in “like-kind” properties. Read
By: David Chazin | 12/07/2007 | Real Estate