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Understanding Your Alternatives Protection Against Inflation The New Retirement Age 1031 Tax Deferred Exchanges

Understanding Today’s Financial Environment

Welcome, we're Investment Capital Resources, a financial services organization headquartered in San Diego, CA and specializing in Alternative Investments. We understand that individuals, families and businesses all face unique challenges as they navigate their unique financial landscape. We can help take the mystery out of preparing for today and tomorrow.

Our professionals have years of cumulative experience in the financial services industry. We can help you address your current needs and strategically prepare you for the years to come. We look forward to working with you through all stages of your life.

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Helpful Content

Succeeding at Business Succession

Succeeding at Business Succession

There are a number of reasons for business owners to consider a business succession plan sooner rather than later.

What to Look for in Personal Finance Apps

What to Look for in Personal Finance Apps

An increasing number have been developed to help individuals with their personal finances.

Tax Rules When Selling Your Home

Tax Rules When Selling Your Home

The tax rules governing profits you realize from the sale of your home have changed in recent years.

 

The ABCs of Zero Coupon Bonds

Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.

Is a Variable Annuity Right for Me?

Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right

Succeeding at Business Succession

There are a number of reasons for business owners to consider a business succession plan sooner rather than later.

Budget Check Up: Tax Time Is the Right Time

Tax preparation may be the perfect time to give the household budget a check-up.

Money Draining Food Myths

These food myths will really put a drain on your wallet.

A Living Trust Primer

Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.

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Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

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Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

Emerging Market Opportunities

What are your options for investing in emerging markets?

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

Jane Bond: Decoding Diversification

Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.

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