All of our Quest Trust offices (Houston, Dallas and Austin) are still working to ensure safety by having semi-open offices available, accessible to clients and non-clients, and all of our online systems in place. Although we are currently running with some staff in office and some staff at home, we remain open for scheduled appointments and document drop off/pick-up. Our employees are ready to continue providing you the highest level of customer service and we thank you for being patient with us during this transition time. Click here for more information and important updates.
With the new school season just around the corner, you have probably already started working on your schools supplies lists. However, the beginning of the year isn’t just the only time you spend money for school. Materials for projects, electronics for homework, maybe even school uniforms and tuition are things that come at all times during the school... [ Read More ]
With health expenses on the rise, many people are looking for ways to reduce the amount they have to spend across the board. One tool some investors are turning towards for their medical expenses is the Health Savings Account, or HSA. A Health Savings Accounts is a useful investment vehicle that can be used to save for medical... [ Read More ]
Whether you’re a first time home buyer, an experienced fix and flipper, or an expert in rentals, one aspect will be present for almost everyone: funding. Investors will always need money for deals and sometimes the traditional bank loans aren’t possible for everyone. Others just prefer the flexibility of being able to work out a deal on their... [ Read More ]
When you leave your job, one of the things you will have to consider is what you will want to do with your old 401(k). A common option is to roll it over into an IRA at a custodian who can help invest your money in publicly traded investments. For some people, this is great. However, for those... [ Read More ]
Did you know 45% of Americans fear they will run out of money during retirement? If you have started taking more steps towards planning for retirement, then you are already ahead of the game. Those who want to be more in control of their money typically like to explore the options available, like a self-directed IRA. What Is... [ Read More ]
Are you looking to start saving money for retirement? There's no time like the present to build a nest egg. With a few key tips in mind, you can put yourself on a path toward retiring comfortably. Keep reading to learn about a good retirement investment strategy! Start Your Retirement Investment Strategy Early By investing early, you can... [ Read More ]
Self-employment can be a blessing and a curse! On one hand, you control your own hours and you can proudly say that you are your own boss, but the privilege of being in charge also comes with responsibilities and the important matters always fall on your shoulders. The good news is that being self-employed in the world of... [ Read More ]
In an age where interest rates are at rock-bottom, and the US property market no longer promises strong returns, alternative forms of investment are on the rise. One of these is tax liens, which have attracted billions of dollars of investment in recent years. Put simply; an IRS tax lien is when the government places a 'lien' on... [ Read More ]
A common question you hear in the retirement world is “how can I retire comfortably”, and we are constantly reminded how important it is to save for the future. IRAs (Individual Retirement Accounts) and Solo 401(k)s are some of the best tools created for those who choose to save money and create wealth for retirement through investing. Vehicles... [ Read More ]
You want to get the most out of your investment. After all, the point of any investment is to make money, so the last thing you want is to be getting less than you deserve. The problem is that you don't really know the fair market value. You don't want anyone ripping you off after all of your... [ Read More ]