New SECURE 2.0 Donor Advised Funds Updates for 2023
If you’re in search of a way to reduce your 2023 tax bill and give…
Eric McGinleyOctober 4, 2023
What Business Owners Need to Know About LTC
Businesses generally are illiquid, which can create problems if a business owner requires care in…
Eric McGinleySeptember 30, 2023
Understanding How Credit Downgrades Can Impact a Country
A country's credit downgrade happens when a credit rating agency, like Moody's, Fitch, or Standard…
Eric McGinleySeptember 20, 2023
Creating Intergenerational Wealth Using Life Insurance
Some families maintain their wealth over several generations. What's their secret sauce? The answer may…
Eric McGinleySeptember 14, 2023
How Working Teens Can Invest Early with a Roth IRA
When working teens invest early in a Roth IRA, they can contribute to a strategy…
Eric McGinleyAugust 23, 2023
