Giving Money to Kids: UGMAs and UTMAs, 529 Plans, and More
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
Jason Speciner
Health Savings Account (HSA): The Ultimate Tax-Efficient Savings Vehicle
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
2022 Tax Prep Recap — Plus 2023 Tax Changes and Tax Planning
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
Understanding Risk: Your Tolerance, Capacity, and Perception
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
Oh, Baby! The Financial Planning Moments In Your Child’s Life
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
3 Top Tips for 2023 Retirees
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
Beyond the Basics: Deciding Whether or Not to Do a Roth Conversion — A 3-Step Method
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!
Service and Pricing: Unpacking Our Value
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
All About RSUs — and RSAs, Too
If you receive restricted stock units (RSUs) as part of your equity compensation package, do you know what are they, exactly — and what should you do with them? I'll let you know where