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
Tax Planning
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
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
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
Five Costly Blunders Physicians Make with Their Health Savings Accounts
Five Costly Blunders Physicians Make with Their Health Savings Accounts Understanding Health Savings Accounts (HSAs) can be crucial for managing healthcare costs. As one of the most tax-advantaged accounts, HSAs offer significant value. Yet, many… Read More
Four Ways High-Income Families Pay For College
Four Ways High-Income Families Can Pay for College Preparing to send your children to college is a big step, especially for high-income families. Despite earning a good income, you might find that traditional financial aid… Read More
Rescue Your Old 401k Now!
Rescue Your Old 401k Now! Key 2024 Updates and Solutions Today’s discussion focuses on an essential topic for your financial future: rescuing your old 401(k) plan. With significant updates that took effect on January 1,… Read More