MVPLwrcMar 53 minFamily TrustsNavigating the Complexities of Estate Planning in Blended FamiliesEstate planning plays a pivotal role in managing one's assets and ensuring a seamless transfer of wealth to future generations.
MVPLwrcFeb 272 minLegacyWhat Is the 4% Rule and Is It Still a Good Marker for Your Retirement Plans?The 4% Rule withdrawal rate would allow retirees to maintain their financial independence without depleting their savings prematurely.
MVPLwrcFeb 203 minFamily TrustsEconomic Uncertainty is A Thing: The Importance of Diversifying with Recession-Resistant AssetsDiversification, a fundamental principle of sound investment strategy, becomes especially crucial during times of economic uncertainty.
MVPLwrcFeb 62 minLegacyIRS Announces Tax Inflation Adjustments for 2024: The Pros and ConsHow the IRS makes adjustments for inflation and adjusts tax brackets and various deductions to keep pace with th raising cost of living.