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Jason Speciner

Voluntary After-Tax Contributions: What They Are and How You Can Take Advantage

November 15, 2023 | Jason Speciner
Discover the potential of voluntary after-tax contributions. Learn how this often underutilized financial strategy can significantly enhance your retirement planning. Understand eligibility, contribution limits, and the powerful "Mega Backdoor Roth"
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Giving Money to Kids

Giving Money to Kids: UGMAs and UTMAs, 529 Plans, and More

August 23, 2023 | Jason Speciner
What's the best way to give money to kids? We combined our "Giving Money to Kids" series into one all-inclusive piece so you can weigh your options. From 529 Plans
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Health Savings Account (HSA): The Ultimate Tax-Efficient Savings Vehicle

July 26, 2023 | Jason Speciner
Discover the often untapped opportunities that health savings accounts (HSAs) can offer! With their significant tax advantages and potential for long-term value, Jason discusses the key differences between HSAs and
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tax-changes-2023

2022 Tax Prep Recap — Plus 2023 Tax Changes and Tax Planning

May 31, 2023 | Jason Speciner
Whether it's getting withholding right, properly utilizing an HSA, making the most from the tax efficiency of rental property, or taking advantage of new tax laws, the key is to
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Risk

Understanding Risk: Your Tolerance, Capacity, and Perception

May 3, 2023 | Jason Speciner
How well do you understand the risks inherent in your investment portfolio — and how did you get to that level of risk? From your risk tolerance (how much you're willing
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Financial Planning Child

Oh, Baby! The Financial Planning Moments In Your Child’s Life

April 5, 2023 | Jason Speciner
Did you know that your child will experience one of life’s major financial planning milestones almost as soon as they’re born? From the key moments all children and young adults
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Retirees ice skating

3 Top Tips for 2023 Retirees

January 25, 2023 | Jason Speciner
Retired now or going work-free in 2023? If you're retiring the right way, you don't want to miss these three top tips for retirees! From getting your budget in check
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Roth Conversion: 3 Steps

Beyond the Basics: Deciding Whether or Not to Do a Roth Conversion — A 3-Step Method

November 30, 2022 | Jason Speciner
Roth conversions can be great tax-planning opportunities. But is one right for you? And should you do it this year? Follow these three steps to find out!
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Service and Pricing: Unpacking Our Value

Service and Pricing: Unpacking Our Value

September 21, 2022 | Jason Speciner
Nothing is free, but what goes into a fee? In the spirit of transparency, let me tell you how we price our Comprehensive Services — and why. I think you'll
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