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The so-called ‘big, beautiful bill’ finally squeaked through the Congressional legislative process, sending it to the President’s desk over the holiday weekend. He signed it in a triumphant Fourth of … Read More

One cold autumn day, the Scottish poet Robert Burns was ploughing a field when he churned up the burrow of a field mouse. Burns was sorry to have destroyed its … Read More

One of the key variables in retirement planning is longevity. There’s a big difference between drawing down your nest egg over ten years, or needing it to last for twenty. … Read More

As a savvy investor you know that one of the keys to long-term success is avoiding unnecessary costs. You know to steer clear of tax penalties, excessive transaction costs, and … Read More

Back in the days of sail-powered vessels, the fastest freighters on the sea were the clipper ships. Designed to bring back tea from China in the shortest possible time, they … Read More

Complimentary Online Growth Workshop for Entrepreneurs and Business Leaders. Sponsored by Living Legacy.       Unlock Your Business’s Growth Potential! Join us for a complimentary one-hour workshop based on … Read More

U.S. citizens and businesses will not be subject to fines or penalties for failing to file beneficial ownership information (BOI) reports after new reporting deadlines are set, Treasury said Sunday … Read More

As last year’s robust gains continued into the fourth quarter, financial analysts were using an explanatory term you might be more likely to hear from a shaman: animal spirits.1 They … Read More

Your Investment Strategy Shouldn’t Be Based on or Change Because of Political Headlines In today’s world, political news often dominates the headlines, and for many investors, it can stir up … Read More

Unrealized gains have been a hot topic recently. That is particularly true given the upcoming presidential election, which has spotlighted divisions over tax fairness and how and when wealth and … Read More