Listen to Our PodcastWhether 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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Episode 41: Home Run Retirement Planning: How Baseball Principles Also Score Financial Runs After listening to today’s episode, you’ll never attend another baseball game with the family and look at it the same way. We’re going to show you how taking some of baseball’s most basic principles can also lead to financial success in your retirement portfolio. So, grab your peanuts and crackerjacks and let’s take the financial field. -
Episode 40: The Ins And Outs Of Long-Term Care Planning About half of people turning age 65 will require some type of paid long-term care in their lifetimes. Women will need 3.7 years of care, on average, while males will need an average of 2.2 years. The cost of nursing-home care in a private room has passed the $100,000/year mark, and in major urban areas, the cost of care runs even higher than that. Yet despite those daunting figures--or possibly because of them--many people delay installing a long-term-care plan. -
Tax Advisory Services Tax Advisory Services are available to help you. -
CFO Services As a business grows, you can often reach the point where you need professional financial advice. We offer CFO services to help you and your business. -
What You Should Consider When Naming a Guardian for Your Minor Children Making a guardianship decision can be difficult. However, it is the only way to protect your child’s future from the unexpected. -
Episode 39: Who Even Needs A Financial Advisor? Some people feel that they’ll save money by handling their investments themselves instead of working with an advisor. Others may like the challenge of doing it themselves. Still others just don’t know who to trust so they end up not working with anyone. Let’s talk about some reasons that you might need an advisor… -
Episode 38: Do You Have A Money Bias? What's It Costing You? On this episode, we’ll break down a recent CNBC article that analyzes a recent Morningstar study. The study found that most of us have at least one money bias, some of us more than one, and that those biases are very possibly costing us money in our checking, savings, investing, and retirement accounts. -
Long-Term Care Insurance Long-term care coverage can spare families the need to spend tens of thousands of dollars on services that more than 70% of Americans end up using. -
How to Protect Your Assets From Market Instability Markets don’t always stay stable, which is why you should adopt different investment strategies to ensure some of your assets are always safe and available. -
Episode 37: End of Year Tax Tips with Jeff Wicker, CPA Our final episode of 2021 is packed with lots of great information about tax tips for the end of the year. But you'll also learn a lot about what to expect as we head into 2022 and beyond. We'll discuss the Infrastructure Investment and Jobs Act, tax savings steps for individuals and businesses, plus much more. RMDs, QCDs, child tax credits, donations, appreciation... You get the idea. We're going to cover it all on this episode. To help us navigate it all we've brought onto the show Jeff Wicker, CPA. He's the Managing Partner in the Jonesboro office of Thomas, Speight and Noble, the region's largest CPA firm. -
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.