Johnson Fistel Blog

This article is reprinted with permission from Esq. Wealth Management, Inc. This article was inspired by a recent experience with a new client who is over 70 and is already retired. EsqWealth helped him increase his guaranteed lifetime monthly payments by thousands of dollars by exchanging an outdated annuity into a much more beneficial annuity…

This article is reprinted with permission from Esq. Wealth Management, Inc. After raising three children, I know first-hand that kids ask tough questions about money. Whether it was a 15-minute chat at bedtime or on a long road trip, I enjoyed these discussions. These teaching moments presented an opportunity to pass on life lessons about…

This article is reprinted with permission from Esq. Wealth Management, Inc. When it comes to preserving your hard-earned wealth and passing it on to your heirs, EsqWealth recommends proactive estate planning. It is not just a wise choice; it’s become an urgent necessity due to recent and expected changes in tax laws. Without proper planning,…

This article is reprinted with permission from Esq. Wealth Management, Inc. Whether you’re approaching retirement or planning for the years ahead, it’s crucial to take proactive steps to fortify your financial future. In this article, EsqWealth shares five quick strategies tailored to individuals with substantial assets, designed to maximize your wealth accumulation as you prepare…

This article is reprinted with permission from Esq. Wealth Management, Inc. In a recent conversation, a friend who is not a client shared a strategic decision he had made at the recommendation of his financial advisor: transferring his rental properties into an irrevocable trust for the benefit of his children, aiming to leverage their potentially…

This article is reprinted with permission from Esq. Wealth Management, Inc. In the ever-changing landscape of investment opportunities, building a successful portfolio requires a strategic approach that aligns with your financial goals and risk tolerance. One pivotal decision you’ll encounter on your investment journey is choosing between growth stocks and value stocks. These two distinct…

This article is reprinted with permission from Esq. Wealth Management, Inc. In today’s digital age, financial information is readily available at our fingertips, and it’s tempting to click on enticing headlines that promise to reveal “The Best 5 Stocks to Buy,” “Top 3 financial Moves to Make,” or “Why Markets Are About to Crash.” These…

This article is reprinted with permission from Esq. Wealth Management, Inc. “The Dow is taking off like a rocket and XYZ stock tripled in value already this year, so why am I invested in treasury bills and an underperforming conservative portfolio?” With the Dow Jones Industrial Average notching the ninth straight day of gains and…