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By Jacob I. Rosenberg, CFP® Did you know that according to a recent PwC survey, nearly half of high-net-worth investors in […]

By Ted Stricker, CFP® Like you, we know that retirement isn’t about trading in a briefcase for a beach chair—it’s carefully

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

By Jacob I. Rosenberg, CPA, PFS, CFP® There’s no doubt about it: trusts certainly don’t get as much attention as

By Ted Stricker, CFP® Financial markets are inherently volatile. Because of this inherent volatility, periods of growth and downturns are

By Ted Stricker, CFP® Long-term care is a topic few wish to discuss, let alone think about. The unfortunate reality is

By Ted Stricker, CFP® With October nearly over and the year quickly winding down, now is a critical time to start

By Ted Stricker, CFP® Although Social Security benefits were never intended to be the sole source of retirement income for American

By Ted Stricker, CFP® There’s still time before year-end to strategize ways to lower your capital gains taxes for 2024. Here are our

By Ted Stricker, CFP® If you embrace the idea of charitable giving, a donor-advised fund (DAF) might be considered a means