Inspire Financial Planning

12/05/2024

What's new in Crypto?

There is a lot happening in the world of cryptocurrency. This is still a relatively new market, and one not easily understood. Crypto is not a stock. It is a digital currency. As such it is speculating (guessing) more than investing...

11/07/2024

A lot of education has yet to be done to explain the differences between a fiduciary financial advisor and a non-fiduciary. Andrew Paniello does a good job of breaking it down for us.

Fiduciary advisors are required to prioritize their clients' interests above their own, ensuring they provide advice and recommendations that align with the clients' financial goals.

10/14/2024

An American and a Canadian received Nobel Awards for their work with artificial intelligence (AI).

https://www.nobelprize.org/prizes/physics/2024/press-release/

09/30/2024

https://news.harvard.edu/gazette/story/2024/09/consumers-to-see-benefits-of-fed-rate-cut-but-how-much-and-when-is-less-clear/

Economist Jason Furman looks at the decision and considers what it means to the economy, both Wall Street and Main Street.

09/17/2024

What is a fiduciary?

https://www.inspirefp.net/blog/the-highest-standard-fiduciary-financial-advisor

What is a fiduciary financial advisor? Should I switch to a new financial advisor if mine isn’t a fiduciary? Freelance personal finance writer Zina Kumok explores the fiduciary standard.

09/10/2024

One of the key benefits of succession planning is the ability to identify and groom potential successors within the family.

By proactively planning for succession, family businesses can ensure a smooth transition of leadership, maintain family harmony, and preserve the legacy built by previous generations.

08/13/2024

Are you highly diversified? In the last 30 days, value stocks (SPYV) have outperformed growth stocks (SPYG) by 10.5%, and bonds (SPAB) have outperformed stocks (SPY) by 6.3%. Source: Market Monitor

08/06/2024

Hard to Find: The Best Estate Planning Attorney in Wilmington, Raleigh, and Charlotte

https://www.inspirefp.net/blog/the-best-estate-attorneys-in-wilmington-raleigh-and-charlotte

Finding the best estate planning attorneys in Wilmington, Raleigh, and Charlotte can be a daunting task. However, we have researched these three cities and found some qualified professionals who may be able to serve your family in regard to estate planning.

07/30/2024

https://www.inspirefp.net/blog/core-building-blocks-for-ultra-high-net-worth-estate-planning

As an ultra high net worth individual, your estate planning strategy should focus on preserving and transferring your wealth, minimizing estate taxes, and protecting your assets for future generations.

07/23/2024

The 2024 election year has just become more interesting.

The 2024 election year has just become more interesting. That being the case, we want to reach out and get ahead of any emotions that may arise between now and the swearing-in of the next PODIS. Here is a link to eight decades' worth...

07/17/2024

Estate planning for high-net-worth families comes with its own set of unique challenges and considerations.



https://www.inspirefp.net/blog/high-net-worth-families-the-art-of-estate-planning

Discover the art of estate planning for high net worth families. Learn how to ensure a smooth transfer of your assets to your loved ones.

07/03/2024

Happy July 4th!!!