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The Return of In-Person Events

John McNair presenting to TORCH

As the number of people who have been fully vaccinated in the US continues to grow, in-person events are returning.  Precautions such as limiting attendance, spacing between seats, and masks when distancing can’t be maintained are making indoor, in-person events safer for most people. Just this week, John McNair was one of several professional speakers […]

How to Protect Digital Property

Digital Assets Cryptocurrency

While cryptocurrency isn’t new, it’s attracted a lot of attention in the past year because of its skyrocketing value, promotion from prominent figures like billionaire Elon Musk, and bitcoin offerings from traditional financial firms like Morgan Stanley.

Who is the Richest Actor from Star Wars?

Star Wars - May the Fourth Be With You

The list of actors appearing in the Star Wars movies is long, and extends back almost 45 years.  “There are dozens of actors who can credit their careers to the part that they played in the Star Wars saga.”, claims a recent article on dorksideoftheforce.com. 7.  With just over $16 million in net worth, Adam […]

What Can an Agent Under a Power of Attorney Do?

Power of Attorney

The person signing the power of attorney, which gives someone else the authority to act for them, is called the ‘principal’ and the person who is given the power to act for you is called your ‘agent.’

How Does an Inherited IRA or 401(k) Work?

Inherited IRA or 401K

So, you inherited a retirement account. Before you make any decisions on when and how to access the money, it’s worth familiarizing yourself with the rules that apply to different beneficiaries.

Should I Discuss Estate Planning with My Children?

grandparent wealth transfer

Many baby boomers may hesitate to discuss money with their children. However, the reality is that a massive amount of wealth will be transferred in the next couple of decades. Cerulli Associates estimates that about $68 trillion will move between generations within 25 years, with most of those assets transferred to Generation X households.

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