Blog and Resources
Financial news you don't want to miss.
Wealth Management for Lawyers: How to Build Financial Security and Grow Your Assets
February 03, 2025Lawyers: let’s be honest for a second. Even though you’re among the highest earners in America, you feel like you should...
IRS Delays RMD Rule Changes Until 2026: What It Means for Your Retirement Strategy
February 03, 2025The IRS has announced an important delay in implementing certain required minimum distribution (RMD) regulations tied to...
The Social Security Fairness Act: Increased Benefits for Millions
January 17, 2025The Social Security Fairness Act, signed into law by President Biden on January 5, 2025, brings significant financial re...
Planning for Retirement: Maximize Your 401(k) Contributions in 2025
December 10, 2024Did you know that about 70% of U.S. private-sector workers can contribute to employer-sponsored retirement plans like 40...
Post-Election Market Brief 11/12/24
November 12, 2024In this post-election market brief, we explore potential economic impacts leading up to the inauguration and beyond. And...
Zombie Debt: Is It Coming for You?
October 29, 2024Zombie debt is old and often expired debt that could be revived after being purchased by a collection agency for pennies...
The Perception of October Market Volatility
October 23, 2024In this video, Laurance Kersh, CFP® discusses the perception of market volatility in October. This month, often labeled ...
Medicare Open Enrollment Kicks Off
October 22, 2024Medicare's Open Enrollment period began on October 15 and runs through December 7. If you are covered by Medicare, it's ...
Q4 2024 Newsletter
October 07, 2024This newsletter edition contains the following articles of interest: Thinking of Selling Your Home? Don't Be Surprised b...
The Fed Finally Cut Rates. What Could It Mean for Your Finances?
October 04, 2024On September 18, 2024, the Federal Reserve’s Federal Open Market Committee (FOMC) made a significant move by lowering th...