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What the proposed 2025 Tax Law Means for Your Wealth: A Client’s Guide to Financial Readiness
The proposed 2025 Senate tax legislation introduces some of the most sweeping changes to tax policy since 2017—bringing fresh opportunities, potential pitfalls, and new strategies for preserving and growing wealth.
Jul 13 min read
2025 Social Security and Medicare Trustees Report: What Retirees Need to Know
The recently released 2025 Social Security and Medicare Trustees Report offers a fresh look at the financial outlook of two of America’s...
Jun 243 min read
Why the First Years of Retirement Matter Most: Understanding and Reducing Sequence of Returns Risk
Introduction Retirement brings a welcome shift—from saving diligently to drawing down your nest egg. But it also introduces a new risk...
Jun 244 min read
WEP and GPO Are Officially Repealed: What This Means for Your Social Security Benefits
In a major victory for retirees across the country, the Windfall Elimination Provision (WEP) and the Government Pension Offset (GPO) have...
Jun 83 min read
The 3-Bucket Strategy for Retirement: A Simple Framework for Income
When it comes to building a sustainable income plan in retirement, managing risk and access to funds becomes just as important as...
Jun 53 min read
How Small Businesses Can Benefit from Offering a 401(k) Plan
For many small business owners, retirement planning tends to focus on their own future—but what about creating retirement opportunities...
May 123 min read
3 Questions to Ask Before Hiring a Financial Advisor
Choosing a financial advisor is a meaningful step toward building a confident and intentional financial future. Whether you're preparing...
Apr 183 min read
Understanding Your W-4: What Tax Withholding Means for You
Taxes are a certainty—but surprise tax bills or unexpected refunds don’t have to be. One of the simplest ways to take control of your...
Apr 153 min read
Backdoor Roth IRA vs. Roth Conversion vs. Regular Roth Contribution: What’s the Difference?
When building a long-term retirement plan, Roth IRAs are often part of the conversation due to their tax-free growth and tax-free...
Mar 313 min read
The Importance of Periodic Financial Check-Ups: How a CERTIFIED FINANCIAL PLANNER™ Professional Can Help
Financial planning is not a one-time event—it’s an ongoing process that requires regular attention. Life circumstances, market...
Mar 263 min read
Understanding ISOs, NQSOs, and RSUs: Key Differences and Tax Implications
When it comes to equity compensation, companies often offer employees stock-based incentives to align interests and reward performance....
Mar 155 min read
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