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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What You Should Consider When Naming a Guardian for Your Minor ChildrenMaking a guardianship decision can be difficult. However, it is the only way to protect your child’s future from the unexpected.
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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…
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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.
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Long-Term Care InsuranceLong-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.
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How to Protect Your Assets From Market InstabilityMarkets 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.
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Episode 37: End of Year Tax Tips with Jeff Wicker, CPAOur 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.
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How Estate Planning Helps Keep You HealthyAn advance medical directive leaves precise instructions on how you want to be cared for after a critical illness or serious accident. Learn more here.
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Episode 36: Charitable Planning Ideas With Special Guest Rebecca Hendrix, Food Bank of Northeast ArkansasIt'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.
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Taking a Realistic Approach to Retirement PlanningPlanning for retirement can be a challenge, but if you adopt some simple strategies, you can better identify what you should be saving for.
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Episode 35: What To Know About Cyber Liability InsuranceOctober 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.
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Wealth Planning and Management for Healthcare ProfessionalsThe demands and aspirations of a healthcare career mean that medical professionals often need novel wealth management strategies. Our financial team can help.
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Why Both Spouses Should Be Involved in Big Financial DecisionsWhile 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.
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Episode 34: What Every Business Owner Needs To Know About Health InsuranceHow 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.
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How Family Farmers Can Plan Their RetirementRetirement 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.
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Is Financial Advising Worth It?The experience of a financial advisor can help your investment strategy and portfolio.
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How to Fit Cryptocurrency Into Your Estate PlanCryptocurrency can be a lucrative investment, but passing the proceeds to future generations means doing some estate planning with a knowledgeable attorney.
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Episode 33: Will Rogers' Retirement AdviceWhat 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.
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Retirement Planning MilestonesThe 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.