As the year draws to a close, savvy investors and taxpayers turn their attention to a crucial financial task: year-end tax planning. It may be even more top of mind this year with a presidential election approaching and the potential for tax policy changes in 2025...
The Federal Reserve’s interest rate decisions remain a focal point for markets. After months of speculation and anticipation, the Fed finally moved forward with their first rate cut of 0.50% last week while also forecasting additional cuts this year and into...
With less than two months until the presidential election, the policy platforms for President Donald Trump and Vice President Kamala Harris are gradually forming. Through speeches and debates, each candidate is laying out what they stand for and how they would change...
Planning for long-term care is a critical aspect of financial planning that often goes overlooked as part of a comprehensive financial and retirement plan. As we age, the likelihood of needing assistance with daily activities increases, making it essential to have a...
In an era of economic uncertainty and shifting financial landscapes, securing one’s financial future has become more critical than ever. As individuals and families seek innovative ways to preserve and transfer wealth to future generations, wealth transfer life...