Our Investment Management Services Can Grow and Protect Your Assets Quraishi Law Firm & Wealth Management provides investment management services designed to balance risk with the need to grow your assets. We work with clients who: Taking Emotions Out of the Equation Effective investing requires you to objectively evaluate data and make decisions based on […]

Understanding the Federal Reserve’s Pause in Rate Hikes It has been ten months since the Federal Reserve last increased interest rates. This break in rate hikes comes after a 17-month period during which the central bank raised interest rates by a significant 5.00%. This aggressive campaign marked one of the fastest rate hikes in decades, […]

3 Myths About Working With Financial Advisers That Could Cost You Money Getting the right advice about money isn’t always easy. While the internet provides a convenient way to research individual retirement accounts, business savings strategies, and estate plans, turning financial strategies into financial realities can be time-consuming and exhausting. Although a growing number of […]

What Happens to Your Company’s Facebook Page When You Die? While Facebook has recently developed user-friendly options for managing your personal profile in the event of your death, the company has yet to develop any streamlined way to handle your business accounts once you’re gone. Indeed, a Google search of “what happens to my Facebook […]

On this episode, Carrie and JR discuss financial wellness for women. Including strategies to help them financially in the long run.  FREE Retirement Report Card Is your retirement on track for the honor roll, or are you heading to summer school?  Find out with our free retirement report card. We will look at 5 key […]

As the year comes to a close, it’s crucial to take a step back and review your investment portfolio’s performance. Conducting a year-end review not only helps you assess your investments’ profitability but also allows you to make informed adjustments to ensure a prosperous future. At Quraishi Law and Wealth, we understand that strategic planning […]

Selling investments can be a strategic financial move, but it’s essential to consider the tax implications, such as capital gains taxes. Understanding these taxes will empower you to make informed decisions and maximize your investment returns. In this article, we will delve into the intricacies of capital gains taxes, discuss the different types, explore strategies […]

As families navigate the complex landscape of aging parents, the significance of elder care planning within estate planning emerges as a cornerstone for ensuring a secure future for loved ones. Supporting aging parents involves an approach that encompasses not only their healthcare needs but also their financial well-being and overall quality of life as they […]

On this episode, Carrie and Jr Quraishi discuss tax efficient investing strategies. While most people think about what they invest in, they aren’t thinking about how tax implications of those investments can impact their returns overall. 

Whether you have inherited a family farm, are starting a new business, or are simply trying to protect what you have already built, you may not have considered what type of entity your agricultural enterprise is or could be. Making the right choice can have long-lasting effects on your farm’s management strategy and tax obligation. […]

Are you confident that your financial plan is complete? Many people believe they have a solid plan in place, only to realize later that they’ve missed important areas. From not accounting for long-term care expenses to overlooking the impact of taxes on retirement income, there are many ways a financial plan can be incomplete. On […]

One of the most effective and substantial ways to protect your wealth and ensure its seamless transfer to future generations is through the use of a bloodline trust. As families grow and assets accumulate, it becomes crucial to implement strategies that safeguard your hard-earned wealth and provide for the financial security of your loved ones. […]