News: Financial Digest

Robert McDonald 2009

Name: Robert McDonald Title: President, Mass. Mortgage Bankers Association Company: Mass. Mortage Group, Inc. Location: 100 George P. Hassett Dr., Medford, MA 02155 First job outside of finance: Rare coin dealer First job in real estate or allied field: Independent mortage broker for RTM Financial What do your do now and what are you planning for the future? Increase membership; continue to offer members the necessary education requirements for state and federal regulations. Hobbies: Golf, deep sea fishing, rare coin dealing Favorite book: "What to say when you talk to yourself" by Shad Helmstetter Keys to success: Daily, weekly, monthly planning. If you had to choose another vocation what would it be? Rare coin dealer for Collvestcoins.com
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Boston, MA The fall season always marks the return of IFMA Boston events, and this year is no different. Registration is now open for IFMA Boston’s FMForward Deep Dive 2024. The FMForward Deep Dive 2024 Conference will be held on November 19th at the Babson Executive Conference Center in Wellesley, Mass.
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Examples of investors who used Kay Properties for legacy and estate planning purposes for rental property/portfolios - by Dwight Kay

Examples of investors who used Kay Properties for legacy and estate planning purposes for rental property/portfolios - by Dwight Kay

Preserving wealth across multiple generations requires strategic planning, foresight, and the right investment vehicles. Delaware Statutory Trusts (DSTs) offer a powerful solution for families looking to build and protect their financial legacy and to efficiently plan for their estate.