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 […]

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 […]

Feeling overwhelmed by money worries? You’re not alone. Many people experience financial anxiety, whether it’s due to rising costs, job uncertainty, or planning for the future. The good news is that with the right strategies, you can manage financial anxiety and gain peace of mind about your finances. At Quraishi Law & Wealth, we believe […]

Deciding how to take a pension is a big financial decision that can significantly impact long-term security. One of the most common questions people ask when they retire is: Should I take my pension as a lump sum or opt for regular payments? This decision isn’t one-size-fits-all. It depends on financial goals, lifestyle needs, and […]

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 […]

As the end of the year approaches, it’s the perfect time to revisit your retirement plan. Taking proactive steps now can help you maximize your savings, reduce taxes, and strengthen your financial future. Here are key actions to consider, along with practical advice for each. 1. Review Your Retirement Accounts Start by assessing whether your […]

As the year draws to a close, now is the perfect time to take proactive steps to maximize your tax refund and minimize your tax burden for the upcoming year. Whether you’re an individual or a small business owner, there are simple yet effective strategies you can implement to ensure you keep more of what […]

As the holiday season nears, we often focus on celebrations, gift-giving, and spending time with loved ones. However, it’s also an excellent time to update your estate plan in November. While estate planning might not be your top priority during the holidays, reviewing and updating it now can bring you peace of mind. By taking […]

If you’re an Arkansas, Tennessee or Texas resident, over the age of 55, and have $250,000 or more in a 401(k), IRA or 403(b) account, you could be on the path to paying significantly more in tax than you should be… Free Legal, Financial & Tax Materials to Protect Your Wealth and Loved Ones If […]

Dreaming about retirement often conjures images of relaxation, travel, and pursuing hobbies without the constraints of work. However, to transform those dreams into reality, meticulous planning and budgeting are essential. This blog discusses important steps to achieve financial stability and security in your retirement years. Understanding Retirement Expenses Retirement ushers in a new phase of […]