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James S. Falcone
2 min read
Another Recession on the Horizon? History Says It’s Possible
Economic warning signs are flashing. Could we be heading for another recession? Learn what history tells us—and how to protect your wealth.
8

Fulcrum Wealth Advisors
3 min read
Navigating the Trade War: What Investors Need to Know Now
Trade tensions are reshaping markets—learn how to adjust your investment strategy to stay ahead of risks and opportunities.
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Steven J. Rosenthal, CPA, CFP, JD
2 min read
BOI Reporting 2025: What Businesses Need to Know About Compliance & Delays
BOI reporting is delayed, but compliance will return. Learn what businesses need to prepare for FinCEN’s requirements under the Corporate Tr
31


Steven J. Rosenthal, CPA, CFP, JD
3 min read
Navigating Tax Proposals for the Trump Presidency
Trump's tax proposals could reshape financial planning. Learn strategies to adapt and stay ahead in a shifting tax landscape.
51


Steven J. Rosenthal, CPA, CFP, JD
2 min read
The Continuing Case for Roth IRA Conversions
With tax rates low in 2025, Roth IRA conversions offer a chance to grow assets tax-free and avoid RMDs. Learn how to act now.
34


James S. Falcone
3 min read
The 3-Question Annual Review for Wealth Builders
It’s time to reflect. Are your finances aligned with your goals? Are you protecting your wealth and maximizing opportunities?
68


James S. Falcone
4 min read
Navigating Post-Election Market Shifts: What It Means for Your Wealth
The 2024 presidential election has reshaped the financial landscape, creating opportunities and challenges for wealth builders. From market
70


James S. Falcone
3 min read
Where Is My Money Actually Held When Managed by a Registered Investment Advisor?
Where is your money held with an RIA? Discover how third-party custodians protect your retirement savings securely.
72


James S. Falcone
5 min read
Is It Safe to Have a Registered Investment Advisor Manage My Retirement Savings?
Can you trust an RIA with your retirement savings? Learn how RIAs provide safety, transparency, and personalized guidance.
53


Steven J. Rosenthal, CPA, CFP, JD
2 min read
Unlock Tax Benefits with Opportunity Zone Investing for Long-Term Gains
Unlock tax savings and growth potential with Opportunity Zones. Ideal for retirement-focused investors seeking long-term gains.
49


James S. Falcone
5 min read
Prepare For Future Estate Tax Law Changes
Future estate tax changes in 2026 mean it's wise to start planning now. Secure your assets early.
193


Steven J. Rosenthal, CPA, CFP, JD
2 min read
Out-of-State Property Taxation
Out-of-state real estate investments can offer diversification but come with tax implications. Learn how to invest tax-efficiently.
95


Jonathan V. Bever
2 min read
Rising Sun: Nikkei 225's Historic Economic Climb
Japan's Nikkei 225 at an all-time high since 1989. A strategic investment moment for mature investors with market savvy.
61


Fulcrum Wealth Advisors
5 min read
Unlocking Wealth: The Multi-Dimensional Role of Advisors
Wealth advisors can help you monitor and analyze your portfolio’s performance and suggest changes to your financial plan when necessary....
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