Farley Financial Partners

10/16/2026

Own a life insurance policy or annuity that is many years old? You may want to consider a trade in.

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

10/14/2026

Discover how insurance can play a vital role in managing and protecting your wealth. From liability exposure to tax considerations, learn about the sophisticated tools that support estate planning goals and generational wealth growth.

Discover the strategies you can use to protect your estate, reduce risk, and help grow your wealth for future generations.

10/09/2026

The stock market has a long and storied history, from the Dutch East India Company to Wall St.

From the Dutch East India Company to Wall St., the stock market has a long and storied history.

10/07/2026

Looking to create a financial legacy for your heirs while managing taxes? Grantor Retained Annuity Trusts (GRATs) may be the solution you're looking for. Explore how GRATs can help you transfer wealth and reduce gift tax liability.

Explaining Grantor Retained Annuity Trusts (GRATs) and their benefit to estate strategy.

10/05/2026

A good professional provides important guidance and insight through the years. Explore what that means in this helpful piece.

A good professional provides important guidance and insight through the years.

10/02/2026

Wealth tends to raise the stakes on every spending decision — not just the big ones. The question isn’t always whether you can afford something, but whether it reflects what you actually value.

Explore how giving, gifting, and everyday spending can work together to support your family's long-term goals.

09/30/2026

Net worth is one of the most telling numbers in personal finance. Add up your assets and liabilities to see where you really stand today.

09/28/2026

When giving to charity, some make cash donations. Others want a more sophisticated strategy.

Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.

09/25/2026

Where there's a will there's a way. Don't leave your estate unattended—update your documents.

Sound estate management includes creating financial and healthcare documents. Here's an inside look.

09/23/2026

Is it time to talk to a financial professional? This infographic will help you decide. Check it out here:

Life happens fast, and your finances can take a backseat if you’re not careful. Is it time to check in with a financial professional? This infographic will help you examine your own financial situation and decide if it’s time to step up your financial game.