In the year 2024, 11,000 Americans are expected to retire daily, which the organization Alliance for Lifetime Income has dubbed the "year of Peak 65." As Baby Boomers exit the workforce, it serves as a reminder to anybody approaching retirement in the coming years to take stock and plan for this exciting shift.

When you hire a financial advisor, you purchase the invisible in many ways. They can offer a lot of promises, but how much of it is genuine, and how much is a sales pitch?

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.