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.
Ladies, maximize your benefits with these 3 smart Social Security timing tips—plan now, retire stronger!
When your financial advisor and CPA don't coordinate year-round, important opportunities may get missed and mistakes can get made: Withdrawing from the wrong accounts Missing Roth conversion windows Not coordinating capital gains In this quick video, we go over the…
By Graham Ewing, CFP®, MBA, Director of Financial Planning Standards A couple came to our office not long ago with a straightforward goal: make sure they were ready to retire. The husband was considering retiring soon, the wife planned to…
Most couples have one spouse who handles the finances. And for years, maybe decades, that works just fine. Until it doesn't. When the financially savvy spouse passes away, the surviving spouse is often left with scattered accounts, unknown passwords, and…
"Can I retire?" Here's why we can't answer that by just looking at your account balance. Your retirement is personal. What you want to do, where you want to live, who you want to help—all that matters just as much…
Ready to make 2026 your most tax-smart year yet? Our latest article discusses 10 practical steps to help you reduce your tax liability, maximize savings, and plan with confidence
Have you ever wondered what actually happens behind the scenes at a financial advisory firm? We believe you should know exactly what our process looks like before you decide to work with us. In this video, Drew and Maddie pull…
In this month's Financial Pulse, Drew and Mike discuss: Year-end market strength: and why “next year predictions” are just that: predictions Post-rally check-in: reassess risk tolerance and when you’ll actually need to use these dollars New Year money resolutions: define…
Every week, clients ask us: Should I pay off my mortgage or invest? How much do I really need to retire? Is now the right time to start? If you've been wondering the same things, you're not alone. Financial advisors…