By Ted Stricker, CFP® With October nearly over and the year quickly winding down, now is a critical time to start strategizing for potential tax-saving opportunities. By getting organized today, rather than waiting until the final weeks of the year, you give yourself...
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...
By Ted Stricker, CFP® So, you’re thinking about selling your business. It’s a big step, isn’t it? It’s the kind of move that makes you look back at all you’ve achieved—everything from the personal sacrifices to the triumphs—and think about the best way to transition....
By Ted Stricker, CFP® Like you, we know that retirement isn’t about trading in a briefcase for a beach chair—it’s carefully managing your financial resources to support your golden years. But when it comes to preserving and growing those resources, when you take your...
