The Village Bank hires Baillieul as a financial consultant
Patricia Baillieul of Needham has joined the Investment Services Center at The Village Bank, according to the center's James Thompson, certified financial planner practitioner and LPL investment advisor representative.
In her new position as a financial consultant, Baillieul will work with Thompson in designing personal investment and wealth management strategies, including retirement planning, for customers of The Village Bank.
Baillieul joins the Investment Services Center at The Village Bank with experience in diverse business disciplines including finance and planning, real estate and facilities, human resources, operations and administration.
Most recently, she served as vice president and senior consultant for New Directions, Inc., a premier outplacement and opportunity development firm.
Baillieul earned an MBA from Harvard Business School and a bachelor's degree from the University of Mass. She is currently a certified financial planner candidate at Boston University.
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.
In the realm of real estate investing, the 1031 exchange Delaware Statutory Trust can provide savvy real estate investors a unique opportunity to achieve passive management, the potential for regular monthly distributions, and a way to enter one of the most tax efficient real estate investment strategies available today.
It seems like every day there is another reason showcasing the reason why more and more investors are choosing to stay debt-free when investing in Delaware Statutory Trust (DST) properties in a 1031 exchange.
Investors have multiple tools to defer tax liabilities when selling investment properties. The best known is likely a 1031 exchange - which has been around in some form or fashion for over 100 years. Installment sales have existed as part of the code for more than 75 years. Newer legislation (2017) created Qualified Opportunity Zones (QOZs)
Our current, highly competitive real estate market poses specific challenges for investors who are considering taking advantage of a tax-deferred 1031 exchange. In this market, investors will have no problem selling their current property if priced properly, but they may find it difficult to find a suitable replacement property