How To Use The Gifting Limit Without Uncle Sam Nobody wants to give Uncle Sam more than they have to, right? As the year comes to a close, everyone scrambles to fine-tune their tax strategy…. Read More
How To Use The Gifting Limit Without Uncle Sam
Financial Wellness
Exploring Aggressive and Controversial Tax Strategies
Exploring Aggressive and Controversial Tax Strategies As we inch closer to the end of the year, you might find yourself surrounded by advice on how to cut down your tax bill. If you’ve been on… Read More
Understanding the 457b Retirement Plan: A Hidden Gem
Understanding the 457(b) Retirement Plan: A Hidden Gem Retirement planning is full of complicated acronyms and different types of plans. You’ve probably come across a 401(k), 403(b), maybe even a Roth IRA, and it can… Read More
Ask Me Anything: Financial Insight – Episode 4
Ask Me Anything: Financial Insight – Episode 4 It’s time for another chapter in our “Ask Me Anything” series! So many amazing questions have come in over the last few weeks that it’s hard to… Read More
Top Retirement Mistakes for High-Income Earners
Top Retirement Mistakes for High-Income Earners Planning for retirement as a high-income earner comes with its own set of challenges. When you’re riding high on a successful career with a healthy paycheck, it’s easy to… Read More
5 Easy Steps to Evaluate Rental Property Success
5 Simple Ways to Evaluate a Rental Property and Win Real estate is one of the hottest topics in the investing world, and for good reason. Everyone dreams of that steady passive income, right? Especially… Read More
Maximize Your Retirement: Who Should or Shouldn’t Fully Fund a 401K?
The 401K Dilemma: Should You Max Out? Retirement savings can feel overwhelming, especially with the numerous options available. For many, the question boils down to whether or not they should max out their 401(k)/403(b) plan…. Read More
3 Auto Insurance Clauses You Must Review
3 Auto Insurance Clauses You Must Review Auto insurance is one of those things that many of us tend to overlook once we’ve ticked the box and chosen a policy. But here’s the kicker—auto insurance… Read More
Is Your 401K Worth It? Here’s What You Need to Know
Is Your 401K Worth It? Here’s What You Need to Know “Is a 401K really worth it?” It’s a great question, and you’re not alone in asking it. In fact, it’s one of the most… Read More
7 Financial Milestones High-Income Earners Should Hit by 40
7 Financial Milestones High-Income Earners Should Hit by 40 If you’re approaching your 40s or already there and you’re a high-income earner, it’s time to get serious about where you stand financially. You’ve worked hard… Read More