Effective tax planning is not a one-time annual event; it's a continuous process that, when integrated into your overall financial strategy, can significantly impact your long-term wealth accumulation and well-being. As our understanding of your complete financial picture evolves ...
We’ve been reflecting on the work we’ve done over the past years—and more than anything, we feel grateful. Grateful for the trust our clients place in us, and grateful for the chance to walk alongside people through big transitions, hard decisions, and exciting opportunities.
If you’re looking to give back and maximize tax benefits, but also want some flexibility in where and when your donations go, a Donor-Advised Fund (DAF) account might be the perfect tool for you. Think of it as a charitable giving account with a little more control and a few perks. Imagine this ...
As pumpkins and falling leaves lead us into the last quarter of the year, it’s time to check in on your finances to ensure you’re on track, as well as make smart adjustments for the new year. #1 – Maximize your retirement contributions. Review your YTD contributions and consider maxing out your 401k or 403b, contributions prior to year-end. The 2024 401k/403b contribution limits are $23,000 (plus a $7,500 catch-up contribution for ...
As we return from the long Labor Day weekend, the image of a school of fish is stuck in our heads. One small twitch left or right, and the full school immediately pivots to follow in that same direction. Investors were flooded over the past few days with articles that reminded us of how volatile the month of September is in the stock market.
If you or someone you care about has a child who has recently turned 18 and may be going off to college or exploring other life opportunities, we wanted to share some important information that often slips under the radar amidst the excitement of ...