Whether you’re a business owner looking to minimize taxes or a retiree thinking about creating a will and trust, Quraishi Law Firm & Wealth Management provides the information and assistance you need to take control of your financial future. In our informative article library, you’ll learn about topics such as maximizing tax deductions, why a standard will isn’t the only estate planning document you need, and how to protect your assets from creditors and potential predators.
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How Estate Planning Helps Keep You Healthy An advance medical directive leaves precise instructions on how you want to be cared for after a critical illness or serious accident. Learn more here. -
Episode 36: Charitable Planning Ideas With Special Guest Rebecca Hendrix, Food Bank of Northeast Arkansas It's the perfect time of year to start thinking about how charitable giving fits into your financial plan and goals. Rebecca Hendrix from the Food Bank of Northeast Arkansas joins Carrie for a great discussion on how you can help the Food Bank this winter. They'll also cover other charitable topics like gifting cash & appreciated securities, using your 401(k) or IRA to give to charity to take care of tax advantages, donor advised funds, and much more. We'll also answer a great listener question about balancing the competing priorities of wanting to allocate enough of your savings for your own retirement vs. passing money to the next generation vs. giving to charity. -
Taking a Realistic Approach to Retirement Planning Planning for retirement can be a challenge, but if you adopt some simple strategies, you can better identify what you should be saving for. -
Episode 35: What To Know About Cyber Liability Insurance October is Cyber Awareness Month and the topic has never been more important for small business owners to understand. In fact, in the wake of COVID-19, cyber-crime has risen exponentially. Hackers are preying on our increasing need for digital communication. Andy Runyan and Phillip Greer from Block Insurance join the show again to share stories about everyday business owners who have been impacted by cyber crime. They'll also explore with Carrie what cyber policies cover in case you're looking for a way to protect yourself and your business. If you have any questions, reach out to Block Insurance online at https://www.blockinsurance.com/ or call 870-236-8744. -
Wealth Planning and Management for Healthcare Professionals The demands and aspirations of a healthcare career mean that medical professionals often need novel wealth management strategies. Our financial team can help. -
Why Both Spouses Should Be Involved in Big Financial Decisions While one partner may be a better planner, it’s always important to ensure both halves of a couple have an equal voice in financial planning. -
Episode 34: What Every Business Owner Needs To Know About Health Insurance How is health insurance changing for small-to-medium sized employers? What are the benefits to employers and employees of self-funded plans? Guests Andy Runyan and Phillip Greer from Block Insurance help Carrie answer these questions and more on today's episode. And if you have any questions, reach out to Block Insurance online at https://www.blockinsurance.com/ or call 870-236-8744. -
How Family Farmers Can Plan Their Retirement Retirement can be difficult for farmers, who are often self-employed and own much of their own land and equipment. Our retirement planning team can help. -
Is Financial Advising Worth It? The experience of a financial advisor can help your investment strategy and portfolio. -
How to Fit Cryptocurrency Into Your Estate Plan Cryptocurrency can be a lucrative investment, but passing the proceeds to future generations means doing some estate planning with a knowledgeable attorney. -
Episode 33: Will Rogers' Retirement Advice What can we learn about retirement planning from the great Will Rogers? We'll explore some of his famous quotes and see what lessons we can learn. -
Retirement Planning Milestones The age at which you retire has a significant effect on your financial future and quality of life. We look at the impact of retiring at different life stages. -
Episode 32: Financial Fact or Fiction Sometimes the easiest way to learn about something is make it really simple. Like some of the first true/false tests you might have taken in school, let’s play a round of fact or fiction to test your financial planning acuity. -
Offshore Asset Protection Structures Offshore asset protection can be the best way for you to protect your liquid wealth. -
Types of IRAs—And Which May Be Best for You When it comes to individual retirement accounts, or IRAs, there’s no single plan that’s best for everyone. We take a look at several possible options. -
Domestic Strategies- What is "Domestic" Asset Protection? Everyone needs asset protection, but do you need domestic asset protection? -
How to Use An IRA Inheritance Trust® Within Your Estate Planning An IRA Inheritance Trust® may be something you need in your estate planning. -
What You Need to Protect Your Estate—and Yourself You may think you can get away with just a will, but you need more than that to protect yourself and your loved ones. We discuss the five documents you need.