What Is the Net Investment Income Tax and Is Your Accountant Handling It Correctly?
Is your accountant handling the Net Investment Income Tax correctly? After 40 years, Drew Tignanelli says many aren't. Here's what to look for.
What Federal Retirement Looks Like When It Goes Right
If you retired from federal service with a pension that covers your bills, you might assume the financial heavy lifting is behind you. For two engineers who spent their careers in public service, that assumption was mostly true… but mostly…
Four People Came to Us Thinking Their Finances Were Covered. Here’s What We Found.
Chris O'Shea took a pay cut to become a financial advisor. Then he left the firm for nearly a decade to coach high school sports and work with students at his church. He came back with a completely different sense of what this work is really about. Read his story.
Why I Took a Pay Cut to Do Work That Matters
Chris O'Shea took a pay cut to become a financial advisor. Then he left the firm for nearly a decade to coach high school sports and work with students at his church. He came back with a completely different sense of what this work is really about. Read his story.
My Guy or Gal
Drew Tignanelli, CPA, CFP® By far the biggest financial mistake anyone can make in today's world of personal finance is the My Guy syndrome. People are paying stockbrokers as much as 1% or more to do nothing more than make…
Finances After Losing a Spouse: The First Year
By Madison Bennett, CFP®, CFT-I™ Figuring out your finances after losing a spouse can be exhausting and confusing. And when you’re grieving such a significant loss in life, handling the numbers and your heart at once can seem next to…
The Hardest Conversation I’ve Ever Had With a Client
By Mike McCarthy, CPA/PFS, CFP® In this business, you sit across from clients in some of life’s most difficult moments: job losses, market crashes, divorces, and deaths. But if someone asks me to name the hardest conversation I’ve ever had,…
5 Retirement Planning Mistakes I See in Initial Meetings
Worried you might be making mistakes that could derail your retirement? Discover the 5 retirement planning mistakes we often see and how to fix them early.
What the Middle East Conflict Means for Markets and Your Portfolio
The ongoing developments in the Middle East have many wondering how such events might affect their investments. In our latest video, Chris O'Shea, our Chief Investment Officer, and Wealth Advisor Alec Sunners discuss what is happening in the markets and what it means for your financial strategy.
When 90% of Your Wealth Is Riding on One Stock
Most people with a concentrated stock position know they should diversify. What they do not know is how to do it without handing a large chunk to the IRS. In this article, Chuck Bender walks through how a net unrealized appreciation strategy (NUA) combined with a donor-advised fund helped one client retire comfortably without an unnecessary tax hit. If you are sitting on a large position in a single stock, this is worth a read.