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President Dwight Eisenhower is often quoted as saying “what is important is seldom urgent and what is urgent is seldom important.” This perfectly captures the challenges many investors face, since it often feels as if every breaking market and economic development is urgent and requires immediate action. That has certainly been the case this year […]
It’s not the years in your life that count; it’s the life in your years.” — Abraham Lincoln Picture this: Mike is 67. He’s a successful business owner who’s ready to hang up his hat and enjoy his retirement. But instead of feeling excited, the last few months have been filled with fear and overwhelm. […]
Why influencer estate planning is More Important Than You Think (Before It’s Too Late) Picture this: Your 14-year-old starts posting short cooking clips on TikTok, which can make influencer estate planning crucial early on. Suddenly, her video goes viral. Brands come calling. She starts making serious money — through merch, ad revenue, and collaboration fees. […]
“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 […]
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 […]
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. […]
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 […]
Estate planning can feel overwhelming—complex, time-consuming, and expensive. But what if securing your legacy and protecting your loved ones could be simple? Enter SimpleWill, a streamlined solution from Quraishi Law & Wealth that makes estate planning easy, accessible, and stress-free. What is SimpleWill? SimpleWill is the perfect estate planning option for families and individuals who […]
Planning for retirement has never been more critical, and 2025 brings exciting updates for 401(k) savings that every small business owner, employee, and retirement planner should know. With increased contribution limits, new opportunities for catch-up contributions, and simpler options like the Starter 401(k), there’s something for everyone. In this blog, we’ll break down the key […]
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