Estate Planning

The stock market rocketed to new record highs after the latest Federal Reserve meeting. 1 Will markets continue to rise? Will stocks take a dive after the recent record highs?…

With April 15th just around the corner, taxes are on many people’s minds. Yet tax planning (not just preparing) should be a strategic part of your overall retirement and financial…

This is what people want to know… When it comes to retirement people want to know the answer.They want to know, “Am I okay?”This is true for most, whether they…

The Federal Reserve has been in the headlines a lot lately as analysts try to figure out when policymakers will cut interest rates. Why does the Fed matter so much?…

The movie, The Bucket List, starring Morgan Freeman and Jack Nicholson, popularized the now widely popular term. Our “bucket list” gives us a way to make sure we accomplish everything…

The S&P 500 broke the 5,000 level recently for the first time in history as investors embraced euphoria and rallied. 1 And then tumbled as investors got jittery. 2 Then yo-yo’d a…

What do Apple, Amazon, Starbucks, and your Estate all have in common? Their success depends on carefully thought-out and executed strategies. No successful business would even consider operating without a…

“If you fail to plan, you plan to fail.” We all know this, right? And yet proper planning—in every area of life—remains one of the most commonly shared universal struggles…

It’s official. The bear market is behind us.The S&P 500 finally hit a new record for the first time since 2022. And then notched multiple higher highs in the days…

What do Wayne Newton, Mark Twain, and MC Hammer all have in common? They all declared bankruptcy after amassing a great fortune through their trades and talents. Their cautionary tales…