Cautious Celebrations and Year-End Estate Planning

 This week on Money Matters, we wrapped up an incredible year in the markets. As we bask in the success of 2024, it's crucial to remain cautious and avoid greed. With the holiday-shortened week, we're experiencing low volume and liquidity, heightening concerns about a potential decline we haven't seen in a while.   At Greenberg Financial, we’re taking proactive measures to mitigate risk and have raised some cash reserves. We emphasize the importance of patience and strategy in finding the right opportunities, encouraging investors to wait for a sale. We also touch briefly on the concept of universal basic income and its potential impacts. In the second hour, we introduce our new show segment with our estate planning attorney and Mel Greenberg. They discuss the crucial yearly check-up steps for trust and estate planning, ensuring your financial legacy is secure.