This estate planning tool makes it easier to transfer capital in a tax-efficient manner, secure assets, and preserve a legacy. The family limited partnership (F​LP) is a traditional method of transferring income and wealth to your children and future generations.

In this video, we take a deep dive into four critical investment risks that many people tend to overlook, but that can have significant impacts on long-term financial success: interest rate risk, inflation risk, tax risk, and geopolitical risk.

If you're beginning to question whether you'll ever save enough for retirement, you're not alone.

In this video, we break down the recent decision by the Federal Reserve to cut interest rates and what it means for you, the consumer. Lower interest rates can have a profound impact on your financial decisions and the overall economy.

In this video, we’re excited to share some important updates regarding your GeoWealth accounts.

You're not alone if you're confused about how annuities work or how they might affect your taxes. Annuities are often misunderstood, even among those nearing retirement.

I’m excited to invite you to watch my latest market update video, where I cover some important developments in the financial world.

Imagine you're at a crossroads in your financial journey, contemplating two different paths for building wealth. On one side, the well-established route of 1031 exchanges offers a familiar approach with the advantage of deferring taxes. On the other side, the enticing route of opportunity zones presents the possibility of tax-free growth.

When planning for retirement, many people focus on the amount of Social Security they'll receive or whether their 401(k) and other investments will be sufficient. However, it's equally important to consider the potential costs of long-term care.

For many Americans, a 401(k) forms the cornerstone of their retirement strategy, complementing Social Security benefits to create a stable income stream during their later years.