“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 […]

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 […]

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 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 […]

With just days to go until the presidential election on November 5, polls suggest it will be a close race between former President Donald Trump and Vice President Kamala Harris. Both candidates are campaigning hard in swing states, and investors may be worried about how either outcome might affect their portfolios. Given the intense political […]

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 […]

Estate planning can be tricky business: more often than not, people who want to write an iron-clad will or establish a strong trust want to both save their heirs money and ensure that their arrangements cannot easily be contested. For that reason, many people get confused as to whether they should hire a licensed attorney […]

Introduction Investing and financial planning can seem intimidating to those who have never ventured into the realm of personal finance. However, with the right guidance, anyone can learn how to build a solid financial foundation for the future. In this blog post, we’ll cover the basics of investing and financial planning for beginners, including setting […]