Weathering the Storm: How Market Volatility Impacts Retirement & What You Can Do About It

Picture this: Jim and Linda, both 67, just retired after decades of hard work. They planned carefully, saved consistently, and looked forward to enjoying their golden years. But then came a market downturn. Suddenly, their portfolio dropped [...]

2025-05-12T13:13:00+00:00May 7th, 2025|blog, Economy, Investing, Stock Market|

Advanced Estate Planning for High-Net-Worth Retirees: Solving Real Problems with ILITs, GRATs, and CRTs

Imagine this: Sarah and Robert, a retired couple in their late 60s, have spent decades building a comfortable life. Robert sold a successful business, and their combined estate, valued at $15 million, includes a mix of real [...]

2025-01-27T18:00:24+00:00January 27th, 2025|blog, Estate Planning|
Go to Top