Leibel on FIRE

Today, we're diving into the intriguing world of estate planning with a special focus on the not-so-well-known but incredibly potent Spousal Lifetime Access Trust, or SLAT for short. Joining us this week, is our special guide through this legal labyrinth, Azriel J. Baer, affectionately known as Azi, a veritable wizard in the realms of estate planning and trust administration.

The Roller Coaster Ride of the Market It's a question as old as the markets themselves: Why must the financial markets roller-coaster, teasing us with their ups and downs rather than gliding smoothly upwards? Wouldn't it be a dream come true? Yet, when we take a step back, the market indeed trends upwards over time; it's the short-term fluctuations that feel like a wild ride. The c

Navigating the realm of retirement savings can often feel like a daunting journey, along with complex decisions and obscure jargon. Yet, amidst the labyrinth of financial advice, one beacon of wisdom shines a light on a straightforward yet profound strategy: the transfer of your employer-sponsored retirement account into a personal retirement account. Taking the Reins: The Power of

Today, we're unraveling the complex world of interest rates and their potential impact on your investment strategy. With the Fed's movements under a microscope, investors are on the edge of their seats, wondering how to navigate the uncertain waters of the financial markets. So, let's dive right in and explore the implications of possible rate cuts by the Federal Reserve and strate

Ah, the great tax scramble of 2023! You might think the clock's run out on trimming that tax bill, but guess what? There's still time for a financial Hail Mary, thanks to some clever moves and, of course, the wisdom of Congress. So, pull up a chair, and let's dive into the nitty-gritty of reducing your taxable income with some last-minute maneuvers that are perfectly legal and surp

As we peer into the financial horizon, the looming sunset of the Tax Cut and Jobs Act (TCJA) in 2026 presents a pivotal moment for taxpayers across the United States. This legislation, a hallmark of tax reform, has significantly shaped our tax landscape since its enactment. But with its expiration on the horizon, individuals and businesses alike are left pondering the implications

Navigating Market Volatility in an Election Year As the election looms on the horizon and market volatility hits unprecedented levels, many of us standing at the cusp of retirement or already embracing it are left pondering: What does this pivotal year mean for our financial futures? Let's demystify the situation and explore strategies for weathering the storm. The Current Market D

Have you heard about these bank CDs offering a whopping 10% return? Sounds like a financial unicorn, right? Well, grab a seat, and let's chat about this. Today, we're diving into the world of banking and investments, specifically the resurgence of good ol' bank CDs (Certificates of Deposit). You know, they used to be the bread and butter of retirement plans. Picture this: back in m

The Ripple Effects of War on Your Wallet War, as distant as it may seem, has a way of sneaking into our everyday lives, especially when it comes to financial security. We all cherish that comforting routine: wake up, grab coffee, go about our day, and get that paycheck. It's this predictability that keeps the cogs of our lives and the markets turning smoothly. But when war erupts,

The Crucial Question: Early or Delayed Social Security Filing? Hey there! Today, let's unravel another critical puzzle about Social Security. Should you file early or delay your benefits? It's a decision that weighs heavily on many retirees, so let's get into the nitty-gritty. One Size Does Not Fit All First things first – there's no universal answer that fits everyone. If someon