Investing for retirement can be complex, but incorporating certain factors may improve outcomes. This blog post explores Larry Swedroe’s article, “Size, Value, and Profitability Factors Can …
It’s been more than a month now, so it may be hard to remember, but the recent debt ceiling crisis brought a whirlwind of media …
When it comes to investing in the stock market, there are various investment vehicles to choose from. In recent years, Exchange-Traded Funds (ETFs) and Mutual …
This article in Financial Advisor magazine highlights an often overlooked, but essential, part of financial planning. It’s about protecting your assets when memory-related health issues, …
Are you a business owner? If you are, you might have a business lawyer to help you with legal matters related to your company. And …
Are you wondering how to prepare for retirement? One common question that many people struggle with is whether to use a Roth IRA or a …
New York is home to many wealthy families. Yet, the way these families are taxed could harm the state more than help. This is what’s …
Everyone knows Michael Jordan – he’s not just one of the greatest basketball players of all time, but also an influential philanthropist. His latest act …
It’s not a secret: cryptocurrency is a hot topic right now. It’s new, exciting, and – potentially – very profitable. But as the interest in …
Hey there, young scholars! Let’s talk about something fascinating: the world of wealthy people and the places they like to call home. You might have …
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Turn your New Year’s resolutions into action. Discover how to align tax, wealth, and legacy planning with your goals for 2026—and build a future worth ...
<p>The post New Year, Smarter You: Resolutions That Build Wealth and Protect Your Legacy in 2026 first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
The One Big Beautiful Bill Act (OBBBA) changes how charitable donations are treated for tax purposes. Here’s what affluent families and entrepreneurs need to know ...
<p>The post Charitable Giving After OBBBA: What High-Income Families and Business Owners Need to Know first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
As political and economic instability roils Venezuela in early 2026, investors are reminded that uncertainty is real — and diversification remains essential to protecting wealth. ...
<p>The post What Venezuela’s Recent Upheaval Reveals About Global Uncertainty — And Why Diversification Matters for Your Portfolio first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
