by Ralph Bender, MBA, CFP® | Financial Plan, Retirement, Technology
The integration of tech can amplify the capabilities of financial professionals As investors navigate the dynamic landscape of the financial markets, they find themselves at the intersection of cutting-edge technology and traditional expertise. The advent of...
by Ralph Bender, MBA, CFP® | Beneficiary, Estate Planning, Featured – Blog
An executor of an estate or trust plays a pivotal role in the legal system, especially when dealing with the responsibilities and tasks related to a deceased person’s property and financial matters. The executor acts as the manager and guardian of the estate,...
by Ralph Bender, MBA, CFP® | Featured – Blog, Protecting Family Money
Who doesn’t remember their first job, receiving your first paycheck, and even applying for and using a credit card for the first time? Access to money provides a sense of freedom and the ability to buy things you want with your own money. For many of us, we find it...
by Ralph Bender, MBA, CFP® | Business, Self Employed, Taxes
Strategies for Navigating Market Volatility with Confidence In the unpredictable world of investing, the “fear curve” is an all-too-familiar emotional roller coaster that leads many investors to make decisions that ultimately harm their financial health. It’s this...
by Ralph Bender, MBA, CFP® | Uncategorized
Understanding the anticipated changes in tax laws and regulations in 2025 will become increasingly crucial. One area that requires attention is the estate tax sunset at the end of 2025. The estate tax, also known as the inheritance, death, or wealth transfer tax, is a...
