Ashley Bleckner

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Personal Finance, Retirement, Lifestage Based Planning
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“Ashley Bleckner, Financial Advisor at RS Crum, is passionate about helping people make good financial decisions, both on the investment side as well as other financial planning areas. ”
Firm:

RS Crum, Inc.

Job Title:

Financial Advisor

Biography:

Ashley Bleckner is an Advisor with RS Crum and also works in collaboration with a number of the lead advisors in the areas of financial planning and client service. RS Crum specializes in providing objective financial advice to help clients manage, grow, and protect their assets during their working lives and through retirement. Ashley and the team has a mission to help people make sound financial decisions, accumulate and preserve wealth, and otherwise pursue their life goals without the burden of financial stress.

Prior to committing to RS Crum, Ashley spent over three years with a wealth management firm based in Toledo, Ohio serving as a Client Relationship Manager where she helped develop, coordinate, and implement financial plans and manage day-to-day client requests. Ashley takes great pride in her client relationships. Actively involved in the community, Ashley is a member of the Orange County FPA and CalCPA. Ashley has volunteered her time on a number of philanthropic projects, including WomanSAGE, “It’s Your Money,” Alzheimer’s Orange County, and is a co-founder of the Austin Kudzia Scholarship.

Ashley has a passion for travel, education and the arts. She has previously studied in Florence, Italy and has taught several college classes in Economics. Ashley has a Bachelor of Science in Business Economics from Miami University and a Masters of Arts in Economics from Bowling Green State University.

Education:

MA, Economics, Bowling Green State University
BS, Economics, Miami University (OH)

Assets Under Management:

$400 million

Fee Structure:

Fee-Only
Fixed

CRD Number:

6556257

Disclaimer:

R.S. Crum Inc. is a fee-only wealth advisory firm.  Our services are directed primarily toward individuals or families who have accumulated significant net worth.  For information regarding a specific service, please contact one of our advisors. SEC Disclosure:  Investment advisory services offered through R.S. Crum Inc., a registered investment advisor. Treasury Circular 230 Disclosure.  In order to comply with requirements imposed by the Internal Revenue Service, we inform you that any U.S. tax advice contained in this communication (including any attachments) is not intended to be used, and cannot be used, for the purpose of (a) avoiding penalties under the Internal Revenue Code or (b) promoting, marketing, or recommending to another party any transaction or matter addressed herein. Privacy Notice.  This message is intended for the person or entity to which it is addressed and contains information that may be confidential or exempt from disclosure law.  You are hereby notified that copying or any use of this communication, except in accordance with its intended purpose, is strictly prohibited.

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Should I sell my rental property?
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A high level way to evaluate the productiveness of rental property is to compare the capitalization rate (cap rate). The cap rate is the ratio of net operating income to property value. While there are other variables to consider in the sale decision, this is a good starting point.

Cap rate = (Yearly rental income - taxes - insurance - repairs/maintance - management fee - utilities covered by you - miscellaneous expenses)/property value

Based on the values you provided, the cap rate would be 2.4% -> (15,600 - 10,200 - 1,200 - 720)/145,000

I would recommend connecting with a financial advisor to discuss this investment relative to other investments.

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