by Raygar | Mar 1, 2025 | News
I’ll be honest—sometimes, I worry about my own retirement. Not in a panicked way, but in that quiet, middle-of-the-night kind of wondering. Am I doing enough? Will my wife and I have the flexibility to live the life we want? Will my kids be burdened by our choices...
by Raygar | Dec 12, 2024 | News
Financial plans are not static; they must evolve alongside life events, market changes, and legislative updates. From rising inflation to new tax laws, advisors need to stay proactive and ensure their clients’ plans reflect current realities. In this article,...
by Raygar | Dec 12, 2024 | News
As the year winds down, Q4 presents a pivotal opportunity for advisors to maximize their clients’ financial strategies and position them for long-term success. In 2024, a focus on tax planning, retirement contributions, and year-end gifting strategies becomes...
by Raygar | Dec 11, 2024 | News
We’re entering a transformative era of industrial and technological revolution, driven by advancements in Artificial Intelligence (AI). While flashy AI-generated images and videos grab headlines, the true power of AI lies in solving everyday business challenges....
by Raygar | Oct 31, 2024 | News
Over the years, we have worked with hundreds of advisors and reviewed thousands of financial plans. In this time, we’ve encountered some truly frightful errors that can lead to nightmarish consequences. This Halloween, let’s take a moment to reflect on the...
