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 […]

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 […]

On this episode, we’re shifting our focus beyond the usual hustle and bustle of tax season. Host Carrie Quraishi is joined by her new co-host Jr Quraishi, Tax Strategist at Quraishi Law and Wealth. They discuss the importance of proactive tax planning and some strategies to help business owners. 

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 […]

On this episode, we’ll address five, unfortunately, common beneficiary mistakes. Are you making one of these beneficiary mistakes? If so, it could cost you and your loved ones dearly. Some of the simplest mistakes can completely spoil an otherwise well-done retirement plan.

Another year is upon us and it’s a great time to ask yourself 10 questions to assess how ready you are for retirement to kick off 2023. If you’re retiring this year, it’s essential to have some concrete answers to these questions. If you’re still a few years from the milestone, tune in so you […]

About half of people turning age 65 will require some type of paid long-term care in their lifetimes. Women will need 3.7 years of care, on average, while males will need an average of 2.2 years. The cost of nursing-home care in a private room has passed the $100,000/year mark, and in major urban areas, […]

Our final episode of 2021 is packed with lots of great information about tax tips for the end of the year. But you’ll also learn a lot about what to expect as we head into 2022 and beyond. We’ll discuss the Infrastructure Investment and Jobs Act, tax savings steps for individuals and businesses, plus much […]

Talking about money can be hard for some people, so it’s sometimes useful to have good questions to help get the conversation rolling. Let’s go over some helpful icebreakers and see if they get you in the proper mindset to plan for your retirement future.