“It’s not about how much you make. It’s about how much you get to keep.” – Anonymous If you’re a business owner, high-income professional, or nearing retirement, you need to have 2026 circled in red on your financial calendar. Why? Because the tax landscape is about to change—dramatically. Thanks to the 2017 Tax Cuts and […]

Financial markets rebounded in May with the S&P 500 recovering its year-to-date losses. This positive month occurred against a backdrop of new trade agreements, mixed economic signals, and ongoing concerns about U.S. fiscal health. While many reports continued to show that the economy is strong, consumers remained pessimistic about the future. Treasury yields fluctuated throughout […]

Let’s talk about something that’s popping up in a lot of client conversations right now—Roth conversions. Maybe you’ve heard the buzz, seen it on financial shows, or read about it online. Maybe a friend told you they were converting their entire IRA this year and saving a fortune on taxes. You’re wondering: “Should I be […]

April was one of the most volatile months in history as markets reacted to new tariff announcements. However, even though the S&P 500 fell as much as 12% during the month, the index rebounded and closed within one percent of where it started. Recent data also showed that the economy shrank slightly in the first […]

Why “How Much Is a Will or Financial Plan?” Isn’t the Right First Question If you’re like many of our clients at Quraishi Law & Wealth, you might feel a bit unsure about where to start. Whether it’s your first time working with a law or wealth advisory firm—or you’ve tried one of those online […]

Hey there, have you heard the news? The Retirement Age just changed! If you’re in your late 50s or early 60s—or have parents or loved ones who are—then April 2025 brings some news you don’t want to miss. The U.S. retirement age has officially shifted again, and it’s leaving many folks wondering: “Can I still […]

What You Really Need to Know About Estate Planning Before You Travel Let’s face it—planning a family vacation can be a whirlwind. Between booking flights, finding the perfect Airbnb, and making sure the kids don’t forget their swim goggles, there’s a lot to juggle. But one thing most families forget to put on their pre-vacation […]

On April 2, President Trump announced new tariffs on nearly all major trading partners. These tariffs are “reciprocal” in that they correspond to tariffs each country imposes on U.S. goods and are on top of previously announced duties. The average tariff rate across countries is 25%, with rates for some as high as 49%. While […]

The famous investor Peter Lynch once wrote that “far more money has been lost by investors trying to anticipate corrections, than lost in the corrections themselves.” The topic of stock market corrections, defined as declines of 10% or more from all-time highs, rose to the forefront in the first quarter as major market indices stumbled. […]

Advanced Tax Planning should be a serious consideration if you control over $5 million in assets. Many people reach this level of wealth without even realizing it—owning a business, holding real estate, or accumulating a well-funded retirement account can easily push someone into the High Net-Worth Families category. However, failing to plan properly could mean […]

Albert Einstein reportedly once told his accountant, “the hardest thing in the world to understand is income taxes.” This observation from the Nobel Prize-winning physicist remains relevant today, as our tax system has only grown more complex in the decades since. This year’s tax deadline on April 15 is approaching, but taxes are more than a once-a-year obligation […]

February was a volatile month for stocks. Tech continued the selloff that started in late December, with the Magnificent 7 falling 8.1% in the month. Tariffs and inflation fueled worries about growth as the new Trump administration began implementing policy changes. Fourth quarter earnings reports were solid, though mixed economic data and policy uncertainty prompted […]