Dapo Olagbaju- Financial Services: literacy and legacy planning

11/15/2023

https://www.compass.com/listing/19-colonial-road-dover-ma-02030/1444424894186395145/?utm_medium=email&utm_source=transactional&utm_term=collections_share_action_email_listings_email&utm_content=19%20Colonial%20Road&utm_campaign=7/7/17&agent_id=5df901344c091409311f4bc7&&email_tracking=e30=&deliverable_id=655534e4c1fab0001f4b4d7f&deliverable_type=share_action_email_listings_v2&deliverable_channel=email&email_tracking=eyJkZWxpdmVyYWJsZUlkIjoiNjU1NTM0ZTRjMWZhYjAwMDFmNGI0ZDdmIiwiZGVsaXZlcmFibGVUeXBlIjo3MSwiZGVsaXZlcmFibGVDaGFubmVsIjoxLCJyZWNpcGllbnRJbmRleCI6MCwic2VuZGVySWQiOiI1ZGY5MDEzNDRjMDkxNDA5MzExZjRiYzcifQ==

One of our projects is coming soon to the market.....
If you know someone who might be interested please reach out. We are excited to pass this amazing home to the next owner in a great town with top 5 schools in Massachusetts.

19 Colonial Road, Dover, MA 02030 is a single family home that will be listed for sale at $1,899,900. This is a 4-bed, 3.5-bath, 5,330 sqft property.

07/04/2023

Happy Independence day America!

12/25/2022

IRS delays enforcing new tax rules regarding Venmo, PayPal and Cash app with payment over $600.

A controversial new tax-reporting policy involving payments over $600 on e-commerce platforms like eBay and Etsy will be delayed by one year, the IRS said.

12/24/2022

Major 401(k) Retirement Changes For 2023 from the recently passed 1.7t bill.

The bill will include efforts to help Americans save more for their retirement.

01/28/2022

According to the NYTimes article below how have you gained from the growth of the economy after the pandemic?

The overall 2021 increase in the gross domestic product was the biggest in decades as the pandemic’s effects eased, though challenges persist.

09/27/2021

What does your insurance portfolio looks like? Is it adding value to your retirement plans?

While some may view life insurance as a simple way to replace income or cover final expenses, there are many benefits to considering it as an important part of a broader retirement plan.

07/04/2021

Happy July 4th celebrations America! Let's continue to lift each other up....it is the American way!!!

03/09/2021

Great article on Market insight. Work with my team to achieve an efficient and effective legacy strategies.

If you have a large amount of cash to deploy, the thought of investing when the stock market is hovering near all-time highs may give you pause. For long-term investors, waiting in cash to try and buy the dip might be a big mistake.

03/09/2021

Strategies to building effective legacy is understanding your tax buckets. Our team can work with you to achieve this and more...

Putting money into retirement accounts on a pretax basis doesn't mean you will avoid paying Uncle Sam eventually. Here's what to know.

01/03/2021

Happy New Year Folks! Appreciate all of you that followed my page in 2020, new clients in 2020, soon to be clients in 2021, all of you that have requested additional information on different strategies based on your end goals and my team as well. I want to wish you all an amazing, fruitful and prosperous 2021.....let's make it count 🍾🥂🎉 !!!

Here's my first post of 2021. Here is a visual stats of every asset class performance in 2020! Questions, strategies and concerns connect with us by sending us a private message on here for our team.

The markets were volatile but offered great opportunity in 2020. See how every asset class, currency, and S&P 500 sector performed last year.

11/26/2020

Happy Thanksgiving folks! Hope you are able to relax and unwind. Enjoy!