By Ted Stricker, CFP® Long-term care is a topic few wish to discuss, let alone think about. The unfortunate reality is that many of us will require some type of custodial care late in life, when we are less able to care for ourselves, and our family and community may...
By Ted Stricker, CFP® Financial markets are inherently volatile. Because of this inherent volatility, periods of growth and downturns are always followed by corrections. Although the timing of a market correction is unpredictable, being ready for one is essential for...
By Jacob I. Rosenberg, CPA, PFS, CFP® There’s no doubt about it: trusts certainly don’t get as much attention as Wills do. But they’re incredibly powerful tools for anyone looking to protect their assets and preserve their wealth—especially if you have...
Of all the financial strategies that many people have in place, an inheritance strategy is usually not one. Discussing estate planning amongst family members can be uncomfortable even with the best relationships, let alone discussing the contents of an estate strategy...
We hear a lot about net worth, but what exactly does net worth mean and why does it matter? Here, let’s learn more about what your net worth is, how to calculate it and the role it plays in your investment strategy and finances. What Does “Net Worth” Mean? Net...
Estate planning is an often complex financial process that nearly all investors should consider. It includes reviewing legal and tax implications, investment strategies and personal questions to ensure your estate is set up efficiently. As we ring in 2022, let’s...
