Estate Planning and Asset Protection: Are They The Same?
By Kirtland Financial Services Facebook Twitter LinkedIn You may sometimes hear the terms “estate planning” and “asset protection” used interchangeably. They actually have different meanings, and it’s important to incorporate […]
Unlocking a Lesser-Known Real Estate Exit Plan
By Kirtland Financial Services Facebook Twitter LinkedIn There are strategies out there that could save you thousands of dollars in taxes, but you probably won’t ever hear about them unless […]
Wall Street Wisdom: Wise Words from Warren Buffett and Other Great Investors
By Kirtland Financial Services Facebook Twitter LinkedIn You can learn a lot from those who have come before you. For individuals interested in investing, especially those new to it, learning […]
High Earning Women and Wealth Management
By Kirtland Financial Services Facebook Twitter LinkedIn In the U.S., women control a third of household assets. But by 2030, U.S. women are expected to control much of the assets […]
Financial Planning at Every Age
By Kirtland Financial Services Facebook Twitter LinkedIn In 2013, a Gallup poll found that only about one in every three U.S. households maintained a budget.1 A 2021 survey of 1,000 Americans […]
3 Golf Tips to Keep Your Retirement Plan on Course
By Kirtland Financial Services Facebook Twitter LinkedIn In golf, as in finances, there are a few rules of thumb that may improve your game: keep a level head, avoid traps, […]
Transformative Tech: Will AI Upend the American Workforce?
By Kirtland Financial Services Facebook Twitter LinkedIn A chatbot with uncanny human-like writing abilities has become the poster child for artificial intelligence (AI) since it was released in late 2022, […]
Planning Matters When Retirees Start Traveling
By Kirtland Financial Services Facebook Twitter LinkedIn Retirees often have the time, freedom, and desire to explore new destinations and make the most of their golden years. With careful planning […]
The Complex Waters of Aging Parents’ Finances
By Kirtland Financial Services Facebook Twitter LinkedIn As professionals, managing our own finances can be a challenge. However, one area that we often overlook, yet is vitally important, is understanding […]
Fiscal Responsibility Act of 2023
By Kirtland Financial Services Facebook Twitter LinkedIn The Fiscal Responsibility Act of 2023, signed into law on June 3, 2023, suspends the federal debt ceiling until January 2025. The legislation […]
