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Generation Z Is Getting A Bad Deal On Housing

Generation Z Is Getting A Bad Deal On Housing

by Louis Sarris | Jan 4, 2024 | Articles

Looks like Generation Z is getting the “ short end of the stick” on housing …! https://www.fa-mag.com/news/generation-z-is-getting-a-bad-deal-on-housing-75779.html
Gen Xers Are Staring Down The Largest Retirement Shortfall

Gen Xers Are Staring Down The Largest Retirement Shortfall

by Louis Sarris | Jan 4, 2024 | Articles

Deep concerns are being addressed, relating to generation Xers potential retirement in the near future…! https://www.fa-mag.com/news/gen-xers-are-staring-down-the-largest-retirement-shortfall-75769.html
10 Reasons Clients Should Be Optimistic About The Future

10 Reasons Clients Should Be Optimistic About The Future

by Louis Sarris | Jan 3, 2024 | Articles

There is no better place to be than in the good old USA… the proof in the pudding is the history that we adhere to…https://www.fa-mag.com/news/ten-reasons-clients-should-be-optimistic-about-the-future-72935.html
Most Middle-Class People Marry For Money—And Not For A Lot – Private Wealth – The Magazine for Wealth Managers, Family Offices, Estate Planning and Asset Management

Most Middle-Class People Marry For Money—And Not For A Lot – Private Wealth – The Magazine for Wealth Managers, Family Offices, Estate Planning and Asset Management

by Louis Sarris | Jan 3, 2024 | Articles

This is a rather startling bit of information, in my view. Watch my lips.” Prenup… Prenup… Prenup.https://pw-mag.com/most-middle-class-people-marry-for-money-and-not-for-a-lot/
IRS Urged To Crack Down On Wealthy Tax Cheats In Puerto Rico

IRS Urged To Crack Down On Wealthy Tax Cheats In Puerto Rico

by Louis Sarris | Dec 27, 2023 | Articles

Puerto Rico has significant income tax advantages to their island residents… Many that have enjoyed significantly high income in the USA, have decided to move their family/business to Puerto Rico in order to significantly reduce the payment of income taxes… However,...
Tax-Smart Wealth Transfer Tips For Clients In Late Old Age

Tax-Smart Wealth Transfer Tips For Clients In Late Old Age

by Louis Sarris | Dec 20, 2023 | Articles

In my opinion, regardless of your wealth and net worth, the following should be carefully considered as it relates to your ultimate wishes, and the legacy that you will provide to those that you care...
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  • Home Prices Extend Records, Rising For A Ninth Straight Month January 19, 2024
  • Wealth Taxes Expected To Remain A Hot Topic In 2024 January 19, 2024
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  • The Inflation Slide Looks Set To Continue January 19, 2024
  •  Parents Are Risking Their Retirements To Support Adult Children January 12, 2024
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