within the financial world
Tax Efficiency
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
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/
Younger Generations Unprepared For Wealth Transfer, NY Life Says
Receiving a large inheritance from your parents, while at the same time, not feeling educated enough to manage the funds is a very big problem… having been involved in estate planning for the better part of 30 years, and authoring a book on the subject, in my opinion,...
Housing-Market Rebound Poses Challenge For Fed’s Inflation Fight
What is inflation dropping from a 40 year high of 9% to a current level of 3% as many of the economist somewhat confused. We are receiving different opinions on the good, the bad, and the ugly what could eventually occur with interest rates, the Fed, normal, living...
Should Wealthy Clients Delay Taking Social Security?
This question is one that constantly reappears with no finite answer… much of the decision has to do with one’s total finances available at retirement, along with their health history, ( I also believe it should include genetic history), as well as your current need...
Fed Raises Interest Rates To 22-Year High, Leaves Door Open For More
Another increase in the Fed rate continues to make borrowing a very difficult situation for those that are seeking loans for mortgages, automobiles, utilizing credit cards, etc. In my opinion, we may have reached the top of the cycle of interest-rate increases by the...