Cryptocurrency, Adoption Rates and Key Considerations

In recent days, the Securities and Exchange Commission (SEC) has intensified its scrutiny of cryptocurrency exchanges suspected of evading regulatory requirements. This increased pressure has resulted in the SEC targeting prominent industry players. On Monday, the world’s largest cryptocurrency exchange, Binance, faced legal action from the SEC, followed by another lawsuit filed against Coinbase. The […]

The Multi-Million Dollar Tax Savings Strategy for Exiting Small Business Owners

Over the last couple of decades, entrepreneurship in the United States has grown significantly.  According to the latest entrepreneurship stats, nearly 5.1 million new businesses were registered in 2022 alone. In 2021, the number of new businesses established hit a record high of 5.4 million.  Below is a chart of the monthly total business applications […]

Navigating the Transition from College to Work for Students and Parents

Transitioning from college life to the working world can be a daunting experience for many graduates. Numerous college students struggle with their career path upon graduating and seek guidance for their future whether that be determining if they should live at home, move out, or find a job.  While many of these changes impact recent […]

Tax Strategies for Concentrated Stock Positions

Tax strategies play a crucial role in effectively managing concentrated stock positions, allowing investors to minimize tax liabilities and optimize their overall financial situation. Concentrated stock positions can present unique opportunities for wealth accumulation, but they also carry significant risks. By implementing tax strategies tailored to these positions, investors can strategically diversify their holdings, defer […]

Understanding Inflation

For the past 16 months, the inflation headline has dominated economic news and become the most widely discussed topic in financial circles. Wall Street analysts and investors alike have been closely monitoring each inflation report, trying to decipher what it means for the economy and financial markets. As the Federal Reserve grapples with rising inflation […]

Securing Your Personal Finances & Protecting your Data Privacy

Personal finance is an area of life that demands a great deal of attention and responsibility. As we continue to conduct more of our financial transactions online, it has become increasingly important to protect our personal and financial information from hackers and cybercriminals. With identity theft and financial fraud on the rise, it is crucial […]

What to do When a Loved One Passes?

Losing a loved one is one of life’s most difficult challenges, and the process of grieving can be overwhelming. On top of the emotional toll, there are also a number of practical and financial considerations to address in the aftermath of a loved one’s passing. From managing their estate and notifying financial institutions to navigating […]

Long Term Care: Who Needs it, When to Get it, Odds of Using it and Best Ways to Purchase

Long-term care insurance (LTC) is a type of insurance policy that covers the cost of long-term care for people who require assistance with daily living activities due to aging, chronic illness or disability. This type of insurance policy provides financial protection against the potentially high costs of long-term care services, such as nursing home care, […]

How to Manage your Cash in a Higher Interest Rate World

During this interest rate hiking cycle, an opportunity has been presented for investors to manage their cash much more effectively than in the past decade.  In today’s article, we want to walk you through the options available and how to make the best decision for your personal finances.  Traditionally, savings accounts have been a popular […]

Signs of a Recession, Where We are Today & Ways to Prepare

For about a year now, the media headlines have been flooded by the potential of a recession.  In this article we will go through the common indicators of past recessions and ways to prepare if that does come to fruition.  While a recession in the economy is never guaranteed, regardless of what the talking heads […]