When your company offers you a benefit, take it. These benefits have monetary value, and taking advantage of them can boost your overall financial health. However, many people aren’t aware
Trusts (or trust funds) are one of those financial planning terms that starts to feel diluted over time. People have a general sense of what trusts are, but many would
Grantor retained annuity trusts (GRATs) are a type of irrevocable trust designed to pass assets to beneficiaries in a tax-optimized way. These trusts pay an income (or annuity) to the
The goal of financial planning is to build and optimize wealth. Too often, we see people worry about their financial wins, like selling a business or cashing out of a
When it comes to women and money, the financial services industry sometimes misses the mark. Certain assumptions—like the idea that women are more risk averse than men—can be circumstantial rather
At Quorum Private Wealth, we want to ensure your financial plan evolves with you. Use this checklist once a year to help evaluate how your life, priorities, and finances may
Contingent fee attorneys fight hard for their clients, who are often victims of horrible accidents or other tragedies. But when it comes to paying taxes on those contingent fees, however,
Sending your child to college tends to come with complex emotions—they’re entering the “adult” phase of their lives but may still be dependent on you in many ways. This checklist
At the FOMC meeting in mid-June, the story was the drop in expectations for multiple rate cuts in 2024 to potentially only one rate cut later in the year. However,
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