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Monday, April 8, 2024

As investors navigate the dynamic landscape of the financial markets, they find themselves at the intersection of cutting-edge technology and traditional expertise. The advent of Artificial Intelligence (AI) and data-driven solutions...

Monday, April 1, 2024

For real estate investors eyeing opportunities, 2024 could mark a pivotal moment in the market, according to insights from Cohen & Steers, a renowned asset manager with decades of experience in real estate investment. As the commercial...

Monday, March 25, 2024

Spring is a time of renewal and rejuvenation, as the world awakens from its winter slumber and new life begins to bloom. As the saying goes, "April showers bring May flowers", and this sentiment can also apply to your financial life....

Monday, March 18, 2024

Your teen is becoming more independent, but still needs plenty of advice from you. With more money to spend and more opportunities to spend it, your teen can easily get into financial trouble. So before money burns a hole in your...

Monday, March 11, 2024

Businesses generally are illiquid, which can create problems if a business owner requires care in a long-term care facility. LTC is ongoing care in a care facility, nursing home, or at home for those unable to perform a certain number...

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Monday, March 4, 2024

The financial landscape is undergoing a significant transformation as the "Great Wealth Transfer" approaches, ushering in a new era of prosperity for younger generations. Over the next two decades, trillions of dollars will change...

Monday, February 26, 2024

When people think of retirement, they often have an image formulated in their minds of what it will be like. The thing about it, the reality might not be what they expected. The internet is full of retirement information; however, not...

Monday, February 19, 2024

Growing old is simply one thing you can’t avoid. The goal is to enjoy your retirement years as you imagined after a lifetime of working. One aspect of growing old that young people may overlook is long-term care insurance and how...

Monday, February 12, 2024

You are finally retired after a lifetime of hard work, juggling responsibilities, and managing stress. During the pre-retirement phase, you did some planning, excited with the prospect of checking off that long list of all the things...

Monday, February 5, 2024

Looking for ways to save "I love you" on Valentine's Day? Then you may want to consider opening a spousal individual retirement account (IRA). This gift says, "Let's grow old together comfortably," and shows your partner that you care...

Monday, January 29, 2024

Generational wealth involves proactive financial planning, especially when parents or grandparents pass on their wealth to loved ones after they die. Entrusting family members with receiving an inheritance is more than just getting a...

Monday, January 22, 2024

Sometimes, based on the movement of the market and your risk tolerance, you may look for investment opportunities with a strategy encompassing wealth growth while mitigating the risk of unanticipated loss. There are two popular...

Monday, January 15, 2024

The Return of “The Magnificent Seven” "The Magnificent Seven," a cinematic triumph in 1960, mirrored the resonance of audience adoration and critical acclaim. Emerging as one of the year's highest-grossing films, it...

Thursday, January 11, 2024

When filing your income taxes, each taxpayer is different. Some prefer reducing the taxes they owe and getting the most significant possible refund, while others work to keep the taxes they pay as low as legally required. The IRS...

Wednesday, January 3, 2024

Wealthy individuals are particularly attractive targets for lawsuits, given the potential for a sizable payout. In this backdrop, safeguarding one's assets from potential legal threats has never been more crucial.

Thursday, December 28, 2023

It's a new year and the time of year when you want to make resolutions about your personal life, business life, and finances. It is the perfect time for couples to get together and set their own financial goals for the upcoming year.

Wednesday, December 20, 2023

From the outside looking in, the Grinch was a taker, while Santa has always been in the habit of giving. Analyzing their unique characteristics, which of the two would be the better investor? Let's break it down:

Wednesday, December 13, 2023

Many high-net-worth individuals are aware of their capacity to impact the world to make it a better place through giving. Philanthropy and charitable giving provide a platform for them to affect positive change beyond wealth...

Tuesday, December 5, 2023

No matter how successful your family business is today, at some point in the future, its ownership may need to change hands. Without a business succession plan, this transition can be fraught with hurt feelings, internal strife and...

Tuesday, November 28, 2023

When you lose money on certain investments, you can typically claim the loss against other investments, and in some cases, you may even be able to claim all or a portion of the loss against regular income. Called tax-loss harvesting,...

Tuesday, November 21, 2023

Cyber Monday is one of the most popular shopping days, competing each year with Black Friday when it comes to scoring holiday deals. While online shopping continues to grow in popularity, it also opens the door even wider for those...

Tuesday, November 14, 2023

The holiday season is quickly approaching, and with it comes more opportunities to spend time with friends and family—but also more money. There’s a lot that goes into this time of year, from hosting family and friends to...

Tuesday, November 7, 2023

Tax planning preparations include small-business owners taking necessary measures to optimize their taxes by taking advantage of deductions and benefits. Here is a brief tax planning overview for small-business owners preparing for tax...

Thursday, November 2, 2023

Long-term care (LTC) planning is a significant financial decision that requires thoughtful consideration and precise planning. This undertaking can be more complex for high-net-worth families due to a more extensive and diverse asset...

Monday, October 23, 2023

IRMAA, which stands for Income-Related Monthly Adjustment Amount, is a term that may not be familiar to everyone. However, for individuals enrolled in Medicare, IRMAA can have a significant impact on their healthcare costs. Here are...

Monday, October 16, 2023

Planning for your financial future and retirement looks much different now than in previous years. Some people must supplement their Social Security to have enough to maintain their desired lifestyle. This means financial planning is...

Monday, October 9, 2023

The Social Security system has long been a cornerstone of retirement planning, providing a safety net for millions of Americans who have paid into the program throughout their working lives. For the Baby Boomer generation, born between...

Monday, October 2, 2023

This past June, the Supreme Court struck down President Biden's plan to cancel up to $20,000 in federal student loan debt for qualified borrowers.  As a result, millions of student loan borrowers are scheduled to start paying back...

Thursday, September 28, 2023

On September 13, 2023, it was announced that August saw inflation record its biggest monthly increase for all of 2023 as energy prices rose significantly. Specifically, the Department of Labor reported that the Consumer Price Index...

Saturday, August 26, 2023

Despite progress toward financial planning and saving, women often face challenges regarding their financial security. Among these challenges is more time away from the workforce, the gender pay gap, and other factors that impact their...

Saturday, August 19, 2023

Summer could be a great time to create a back-to-retirement list too. It’s hard to believe, but soon Labor Day will be in the books. The weather will start to turn a little cooler, college football will return and the kids will...

Wednesday, August 16, 2023

Wall Street is slowly starting to talk about an “expansion economy” and forgetting about any recession fears. July’s consumer inflation report was soft, so attention will soon shift to gross domestic product in the...

Saturday, August 12, 2023

To accumulate wealth, people may choose to invest their money into various types of investments. Investing creates opportunities that otherwise would be difficult to manage due to the consistency of contributing to the investment....

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