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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The Importance of Shielding Your Estate From the Uncertainties of Intestacy When someone dies without a will or other estate plan in Tennessee, their assets are disbursed by the courts. Don't let that happen to your estate. -
Episode 45: How Procrastination Dooms Your Financial Future People have many reasons for procrastinating when it comes to putting a retirement plan together. Let’s explore some of those excuses and why they can be dangerous, and talk about how to overcome them… -
Episode 44: Should You Follow These Popular Retirement Rules of Thumb? You’ve most likely heard plenty of “rules” you’re supposed to follow to retire successfully. Some of these rules are stated so confidently, you’d be crazy not to immediately accept them as fact. But we don’t mind the threat of being called crazy, so let’s dive into some of the most popular retirement “rules of thumb” to see if they truly lead us down the path of good financial guidance or run a chance of leading us astray. -
Why Dying Without a Will Could Jeopardize Your Life’s Work If you pass away without a will, an Arkansas court could take control of your estate, distributing inheritances to heirs you never named. -
Episode 43: Why Your Retirement Plan Needs A Volatility Buffer The challenge in building an effective retirement income plan is to use available income tools and tactics in a strategic manner to meet the financial goals of retirement while also managing the risks confronting those goals. -
Episode 42: Introducing Attorney Stuart Mathews Quraishi Law & Wealth has a new team member. Today we'll meet Stuart Mathews, JD, L.L.M. Listen to learn about Stuart's background, how his prior work experience led him to Carrie's team, what he likes most about working at the firm, and how his LLM designation sets him apart. We'll also ask Stuart about his favorite places to travel, his go-to veggies to garden, and fun family nicknames. We'll also answer a listener question about retiring early! Don't miss this fun episode. -
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.