Estate Planning Trends in 2024 Presented by Marc Aarons   With 2024 in full swing, I am reaching out today with some key estate planning considerations for the year ahead. I encourage you to take a look below and do not hesitate to reach out with any questions.   Tax Changes in 2026 As you […]

A good financial strategy is not just about “making money;” it is also about protection. Provided by Marc Aarons  Some people mistake investing for financial planning. Their “financial strategy” is an investing strategy, in which they chase the return and focus on the yield of their portfolio. As they do so, they miss the big […]