Blog and Resources
Financial news you don't want to miss.
Structured Legal Fees and QSFs
March 20, 2025In the world of attorney contingent fees, having the flexibility to choose when and how much income you can defer can be...
Tariffs & the U.S. Economy: Protection or Pitfall?
March 19, 2025Recently, one question has been coming up again and again from clients: What happens to the U.S. economy when tariffs ar...
3/14/25 Market Brief: Trump's Tariff Policies
March 14, 2025If you’ve been following the news, you’re likely aware of the ongoing tariff discussions in Washington, D.C. and their i...
Bitcoin: Currency or Collectible?
January 23, 2025Bitcoin has captivated investors, technologists, and dreamers since its creation. As a decentralized digital asset, it p...
Maximizing Charitable Giving Before Year-End: What You Need to Know
December 06, 2024As the year comes to a close and the holiday season fills us with gratitude, we can't forget to think about giving back....
How Much Does College Cost in 2024-2025?
November 27, 2024Every year, families across the U.S. pay a little more for college. These rising costs, as shown by organizations like t...
What Does the Future Hold for Social Security and Medicare?
May 21, 2024Each year, the Trustees of the Social Security and Medicare trust funds provide detailed reports to Congress tracking th...
Relief for Certain RMDs from Inherited Retirement Accounts for 2024
May 14, 2024In early 2022, the IRS issued proposed regulations concerning required minimum distributions (RMDs) to reflect changes i...
Unraveling the Complex Dance of Inflation, Interest Rates, and High-Yielding Securities
May 01, 2024Recent market conditions have shown some interesting dynamics between inflation, interest rates, and high-yielding secur...
Some States Will Offer Home Energy Rebates in 2024
April 29, 2024Under the Inflation Reduction Act of 2022, two initiatives were established to provide rebates for projects focused on h...