Major life transitions can create a ripple of financial complexity. At Empyrion™, we specialize in helping clients conquer these challenges, while deploying strategies that successfully protect and grow their wealth.
Over the next 25 years, baby boomers will transfer roughly $68 trillion to their heirs. How can family stewards prepare the next generation to carry on their philanthropic legacy and the tradition of doing good for others?
As more thriving retirees enjoy longer lifespans, some may find themselves in a higher tax bracket in retirement once their required minimum distributions kick in at age 70 ½. Here are three strategies that will help you carefully balance your income for maximum tax efficiency, both now and after you stop working.
We’ve seen the phrase “inverted yield curve” making frequent appearances in the financial news in the last couple of weeks. Should investors care? Is recession really on the way?