There is no shortage of charitable causesand its impossible to give to every single one. Its important to ask yourself some critical questions to help determine where you would like to allocate you

How well do you understand the process of developing a trust or designating a trustee to your retirement accounts? In this episode, Peter Raskin speaks with Christopher Holtby, co-founder of Wealth A

A companys environmental and social impact is becoming increasingly important to investors. In this episode, Jeff Wildermuth, a portfolio strategist at Aris investment, a division of AssetMark*, joi

You dont want your assets going to the wrong place or person, right? Thats why reviewing your financial accounts annually is important. In this episode, Peter Raskin reviews stewardship checklist t

The holidays are filled with love, joy and gratitude. But those feelings shouldnt only exist during the holidaysits important to be grateful year-round. In this episode, Peter Raskin is joined by h

Storing money under your mattress may give you easy access to those funds, but it is also a far less secure saving strategy. Depositing your cash in the bank gives you access and security. In this epi

When creating your retirement plan, the income you set aside needs to last throughout your entire retirement. The most important step of your plan is protecting what you put aside. In this episode, Pe

Lets face iteveryone loves a tax-deferred financial strategy, and the real estate business is no different. Enter: the 1031 tax exchange, which allows the owner of US real estate to defer the capita

Do you have a plan in place for long-term care in case you reach a point in life where you can no longer care for yourself? In this episode, Peter Raskin discusses five reasons to include a long-term

The American dream can be easily imagined, with a loving partner, children and the perfect home. Have you considered including your childs first step towards the American dream in your financial plan