By Jacob I. Rosenberg, CFP® Did you know that according to a recent PwC survey, nearly half of high-net-worth investors in the United States are planning

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

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

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

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

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