Retirement is supposed to be a carefree period of enjoyment and fulfillment. However, retirement has become a daunting prospect for many Americans, full of anxiety and financial uncertainty. Longer lives and rising costs make the idea of retiring in one’s 60s increasingly unrealistic. But very few people, even those who enjoy working, want to work […]
Continue reading…The Wealth Advisor
Could a Domestic Asset Protection Trust Be the Right Trust for You?
There are more ways to create wealth today than ever before. Whether you are working a traditional nine-to-five job and investing in the stock market, a full-time investor taking advantage of online trading platforms and international markets, running an online business that you hope becomes your main income source, or a serial entrepreneur, the landscape […]
Continue reading…Elevate Your Financial Security: Mastering Asset Protection Strategies
Remember Your First Line of Defense: Insurance The modern insurance market dates to seventeenth-century London, where merchants reeling from the Great Fire of London started pooling funds to cover fire losses. Today, this same basic concept—pooling risk to protect individuals and businesses from catastrophic loss—underpins nearly every sector of the global economy. The US insurance […]
Continue reading…Notable Estate Planning Legislation
No matter the time of year, taxes are always a hot topic. While we usually think about taxes in terms of how they affect us today, it can be equally important to understand the history of tax laws that can impact your estate plan. The Estate and Gift Tax Taxation of property transfers at […]
Continue reading…How to Make the Next 100 Days Impactful
What comes to mind when you think of spring? Maybe it is blooming flowers, buzzing insects, singing birds, or the fresh smell of the earth after a rain. Your thoughts might turn to outdoor pursuits as the days grow warmer and longer. Memorial Day is not far off, marking the unofficial start of summer. Soon, […]
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