Advanced Legacy Concepts @advlegacy

Business owners have a lot to unpack in the One Big Beautiful Bill Act (OBBBA). Here's how it incentivizes the C-corp structure, particularly in growth-focused businesses. tinybfs.com/t/guMOtY

Discover how Warren Buffett uses interest rates, yield spreads, and long-term investing discipline to beat markets, build wealth, and gain a tax edge. tinybfs.com/t/cByH9i

The Great Lock In may have started with TikTok content creators. But if you're in the midst of strategic planning, this may be what drives your transformation. tinybfs.com/t/rxq2oq

Many people feel stuck when it comes to making money decisions. Fortunately, there are ways to overcome this feeling—which is known as financial or money paralysis—and regain financial control. tinybfs.com/t/VhigRz

How long do you wait between buying and opening a bottle of wine? Lettie Teague asked Wall Street Journal readers to share their thoughts. Many of the answers surprised her. tinybfs.com/t/wbuwVM

Americans consider their digital assets as highly valuable, but few are caring for these assets in their digital estate planning. tinybfs.com/t/3kfxS1

The Apple Watch Series 11 and Ultra 3 pack in more, but WatchOS 26 brings hypertension alerts, sleep scores and other new features to older models. tinybfs.com/t/NENZG1

Here’s how the central bank’s interest rate stance influences car loans, credit cards, mortgages, savings and student loans. tinybfs.com/t/3wyk1R

The Fed’s cut makes refinancing tempting, though the reality may surprise homeowners weighing the move. tinybfs.com/t/i7hr9f

Survey shows that while the average American has nearly $200,000 in digital asset value, nearly half of respondents say they don't think about digital estate planning. tinybfs.com/t/YwhOYu

Understand the role of a wealth advisor and their services to find out how they can help manage and grow your financial assets tinybfs.com/t/LXWOKt

Discover what history reveals about stocks when the Fed eases rates—insights on market trends, sector shifts, and opportunities during rate cut cycles. tinybfs.com/t/43D7Nt

When retirement feels like a long way off, you can begin those "go-go" years right now with the right financial planning. tinybfs.com/t/iaJOte

In personal finance and life, being wrong means you’re learning. Use a 3-step test to challenge assumptions about how we grow, protect, give, and live. tinybfs.com/t/bQntSG

The traditional idea of retirement might work for some, but major shifts in the economy call for retirement to be approached differently. Here's how you can adjust your expectations and redefine what retirement means for you. tinybfs.com/t/7kzsmK

It’s about the “arcane underpinnings” of the mortgage-bond market. tinybfs.com/t/ClSwvw

Here's how to prepare before fall open enrollment tinybfs.com/t/JtoZOC

A booming stock market breeds complacency—and now is a good time to be reminded that you’ll probably need more money in your post-working years than you think. tinybfs.com/t/C1g90N

Long, drawn-out bear markets could be history due to supply and demand dynamics in the stock market. That's according to Hank Smith, the director and head of investment strategy at Haverford Trust. The declining number of public fir tinybfs.com/t/t5SFb9

Managing a multigenerational household starts with a solid plan and clear expectations. tinybfs.com/t/RZjLcs